Loading planner profile...
My Approach
Sign up today for a 15 minute chat with Claudia Sachs! Book A Virtual Call Here: https://calendly.com/claudia-sachs/new-meeting During your clarity call, we will focus on learning about what's important to you. Our clarity call allows you to get any questions answered and identify what options are available to you now. When you have clarity on what is available to you then you'll be more informed on which steps you should take next toward your FRS plan!
The Clients I Serve
Executives, Government & Military, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Career Changes or Job Loss, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Unlike other financial advisors, Claudia is a local financial planner, who is seasoned in her profession with over 30 years of financial service expertise. She is a fiduciary as a Certified Financial Planner™ having obtained her CFP™ in 1994. Trust your retirement with a true financial professional with extensive knowledge of the FRS retirement system (Pension and Investment Plan) Deferred Compensation Programs, and the Deferred Retirement Option Program (DROP). When it comes time to plan for your retirement, she will develop a customized plan and investment portfolio to meet your needs, risk tolerance, and goals. Once implemented, a specified program for periodic review to ensure account positioning is in line with your current and future needs and to readjust if needed. This is a full-service financial planning program to ensure that your money is now working for you by reviewing your savings, life insurance, long-term care, and investment portfolios.
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.