Sarah Mackay
State(s) Licensed: AZ, CA Insurance Lic. #4187254, CO, FL, NM, NV, OR, VA
49 Discovery Suite 140
Irvine, CA 92618
State(s) Licensed: AZ, CA Insurance Lic. #4187254, CO, FL, NM, NV, OR, VA
You're in the driver's seat!
You may recall the feeling of doing behind-the-wheel training as a part of your driver’s education course. You were in control of the vehicle but knew that there was someone in the passenger seat to support you. I like to think of my work with you as that of a driving instructor. You are in the driver’s seat, steering the wheel and using the pedals - but you know that I am right beside you. I am there to offer guidance, educate you on the rules of the road, and even grab the second steering wheel in front of me when you want or need support.
Together we can:
- Establish a financial safety net
- Build and protect your financial foundation
- Plan for a tax efficient retirement
- Initiate a comprehensive investment strategy
- Prioritize and aid with debt management
- Protect your family from future financial hardships in an affordable, efficient, and effective manner
- Develop a holistic and complete estate plan
I will ensure that we have a proper team in place to help accomplish the financial goals that you have for yourself, your family, and your community. Let’s sit down and talk about how we can get you there. My goal is that you leave our conversations with a sense of relief regarding your financial future.
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Location
Irvine Office
- Phone:
- 949-989-5329