Sarah Rosas
Real Estate Broker and Retirement Specialist
- Role
- Managing Partner at Precise Financial Solutions
- Location
- Port Charlotte, FL, US
- LinkedIn followers
- 500 followers
About Sarah Rosas
Sarah Rosas is a versatile finance and real estate connoisseur who is passionate about…
Experience
Managing Partner
Jul 2021 — Present · US
Guide clients through the retirement planning process, understanding their unique needs and goals. Develop comprehensive retirement plans that align with their financial objectives and risk tolerance-Identify and analyze the risks that retirement assets can be exposed to, such as market risk, tax risk, longevity risk, inflation, and mortality. Develop strategies to minimize these risks and protect clients\' retirement savings-Create tailored financial strategies that encompass tax planning, estate planning, and college funding. Ensure strategies are aligned with clients\' short-term and long-term retirement goals-Educate clients about retirement planning concepts, options, and strategies. Empower them with the knowledge to make informed decisions regarding their retirement savings and financial security-Assist clients in developing income strategies that provide a sustainable and reliable source of income throughout their retirement years. Evaluate options such as annuities, Social Security optimization, and other retirement income sources-Maintain long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve. Conduct periodic reviews to reassess strategies, make necessary adjustments, and ensure clients stay on track to meet their retirement goals-Stay up-to-date with relevant laws, regulations, and industry best practices pertaining to retirement planning. Ensure compliance with all applicable financial regulations and standards.
Education
Saint Catherine University
Bachelor of Arts (B.A.), Biology, General
2007 — 2012
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