Sarah Forhan Email & Phone Number

As a Financial Professional, my services encompass a wide range of financial products. I possess several certifications, including the Series 7, and 66 securities registrations. As a financial professional, I recognize that financial planning is not a one-time event, but rather an ongoing process. That's why I work closely with my clients to keep tabs on their progress and make necessary adjustments along the way to help them achieve their financial objectives.My goal is to build long-term relationships with my clients based on trust, communication, and mutual respect. I take pride in helping my clients navigate complex financial decisions and providing them with the guidance they need to achieve financial security.I understand that everyone's financial situation is unique and requires a personalized approach. That is why I take the time to listen to my clients' goals and concerns, and tailor my recommendations accordingly. My ultimate objective is to help my clients achieve financial independence and enjoy the life they've worked hard to build.Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

We are a financial planning practice nestled in the stunning seacoast region of New Hampshire. Our team consists of three core partners, and I am one of them.We work with a diverse range of clients at various life stages, including retirees, families, and business owners. Our shared goal is to prepare and plan by providing tailored recommendations through a comprehensive financial planning process.Our team of advisors is committed to understanding each client's unique financial situation and objectives. We believe that every financial journey is different and, therefore, requires a personalized approach. We work closely with clients to create a custom financial plan that includes investment management and retirement planning as well as tax and estate planning strategies.We pride ourselves on cultivating long-term relationships with our clients. Trust and open communication are vital components of a successful financial planning partnership, and we prioritize these values at our firm.

I work as a financial advisor for Corebridge Financial and create financial plans for individuals in not-for-profit sectors. My focus is helping my clients achieve the financial future they desire. I do that by helping to identify their specific investment style, analyze their needs, time horizon, risk tolerance and then build a strategy aligned with their goals. I create financial plans that are customized for each client using the robust financial resources and tools offered through Corebridge Financial.Securities and investment advisory services are offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser and its Registered Representatives. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities distributed by its affiliate, AIG Capital Services, Inc., member FINRA. All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Retirement Services, Corebridge Financial and Corebridge are marketing names used by these companies.

Houston, Tx, Us

Providing administrative support to VALIC Financial Advisors. Responding to client account inquiries. Placing telephone orders and processing paperwork for orders solicited by Financial Advisors. Determining whether the prospective customer wishes to receive investment literature from the firm. Supporting a team of three financial advisors. Completion of Series 7, 66, and Life, Accident & Health Producer's License for New Hampshire.

Houston, Tx, Us

Providing administrative support to a VALIC sales professional. Monitor and manage Financial Planning Advisor's calendar. Monitor and manage sales leads. Respond to client requests for forms or sales literature. Assist with processing paperwork and forms. Assist with preparing client mailings.

Bachelor Of Science Business/Finance, Business Finance

Education record

Education record