Tax and Financial Services

Welcome to our web site! 

Because many people regard financial planning as complex and confusing, they often miss out on financial opportunities. They may do nothing, paralyzed by a need to do it perfectly, or not at all. Or, in taking the plunge, they may take unnecessary risks or fail to adequately protect their assets.

That's where The Sara Brandston Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. Through education and guidance, we hope to maintain long and trusted relationships with our clients.

This website is a work in progress. Our goal is to maintain a site that allows us to share our particular approach to helping our clients successfully manage their financial lives. To that end, we have tried to personalize the site to give potential clients a sense of who we are and how we go about helping our current clients.

In addition, we have selected a combination of standard off-the-shelf financial and tax worksheets, tools and articles to help you self-educate on your own time, including a monthly newsletter.

If you see ways in which we can make our site more helpful, please let us know.

Recent Updates and articles. 

Important: Phising Scam Where People Pretend to Be IRS Agents

 

2016 Year End Letter

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck