Financial Professional Sara Burchard

Sara Burchard

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Independent Financial Professional

About Sara



INTRODUCTION

Sara Burchard is a financial advisor in Paducah, Kentucky who strives to make sure her clients are protected, prepared and working toward the goal of a secure retirement. Sara says that new clients often don’t realize how having a sound financial plan can really change their lives, and for her to be a part of that change is what she loves most about her profession. Sara shows her dedication to her clients through continuous, proactive communication and regular reviews. She offers her clients services including planning for 401(k) management, 529 options, legacy planning, retirement income and senior asset management.

HISTORY

Born and raised in Barlow, Kentucky, Sara earned her Bachelor of Science Degree in Business Administration from Murray State University in 2005. Following graduation, she began her career as an administrator with Frick Investment Group, and from the beginning she has been eager to provide only the top level of service to clients. Sara has a passion for helping people create financial plans that could help them overcome obstacles and create the future they desire. She works to make an authentic connection with each of her clients and develop a relationship built on trust and respect.

Her goal is to help each client prioritize their goals and then create a customized financial plan to help them reach those objectives. By doing so, she strives to remove the fear element that many people associate with their financial futures. Sara’s plans are comprehensive in nature and aim to take into account all possible facets for each client, so they can feel confidence rather than anxiety. She works to educate clients on the many different financial vehicles they have available to them.

As an independent advisor, Sara has thousands of nonproprietary products and services available to her, so she is able to help clients select the best offerings for their unique situation.

LICENSES HELD

  • Series 6- Investment Company Products/Variable Contracts Representative Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • Securities Licensed in KY
  • Insurance Licensed in KY

ACTIVITIES AND INTERESTS

When she’s away from the office, Sara enjoys spending time with her family, including her husband and two children. She loves taking beach vacations and trying new foods. Sara is a devoted University of Kentucky basketball fan.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Sara Burchard is an independent contractor of Money Concepts

note: Money Concepts Financial Planning Center is an independent firm and not affiliated with Money Concepts

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