Financial Professional Sara Burchard

Sara Burchard

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The Money Concepts Financial Planning Center Team

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Sara Burchard

Sara Thomas is a financial advisor who serves Paducah, Kentucky and the surrounding areas.  She has a passion for helping clients create a plan for their finances. Sara has spent her entire professional career in the financial industry and has seen the tremendous difference education and preparedness can make in a client’s life.  For that reason she emphasizes the importance of “following the plan” to her clients and prioritizes meeting with them regularly to help them keep on track in reaching their financial goals.

Check Sara Burchard's Background

Sara

Sara Burchard

Sara Thomas is a financial advisor who serves Paducah, Kentucky and the surrounding areas.  She has a passion for helping clients create a plan for their finances. Sara has spent her entire professional career in the financial industry and has seen the tremendous difference education and preparedness can make in a client’s life.  For that reason she emphasizes the importance of “following the plan” to her clients and prioritizes meeting with them regularly to help them keep on track in reaching their financial goals.

J Suzette Frick

Suzette Frick is a financial advisor in Paducah, Kentucky.  She offers her clients investment management, asset management and protection, retirement planning, education funding and cash flow management services. Suzette has a tax and accounting background, which lends itself to her pursuit of helping clients plan for, save for and live in retirement confidently.  She is proactive about maintaining a strong relationship built on trust with each of her clients.  Suzette enjoys the work of assisting clients while they navigate retirement challenges such as 401(k) rollovers. 

Check J Suzette Frick's Background

J Suzette

J Suzette Frick

Suzette Frick is a financial advisor in Paducah, Kentucky.  She offers her clients investment management, asset management and protection, retirement planning, education funding and cash flow management services. Suzette has a tax and accounting background, which lends itself to her pursuit of helping clients plan for, save for and live in retirement confidently.  She is proactive about maintaining a strong relationship built on trust with each of her clients.  Suzette enjoys the work of assisting clients while they navigate retirement challenges such as 401(k) rollovers. 

Alexandra

Alexandra Frick

Allie has been serving as Office Administrator with Sara since 2015. In her role, Allie enjoys the opportunity she has to help clients and put their needs first each and every day. She is the friendly voice you hear at the other end of the line when you call into the office, and she manages all of the daily tasks that are essential in ensuring smooth operations in a busy and successful environment. Allie has the gift of positivity, and she maintains an upbeat attitude in all her interactions with clients and advisors. She holds her Health and Life Insurance licenses in the state of Kentucky, and she has also earned her bachelor’s degree in Business Management.  She enjoys learning the ropes of the financial planning industry as well as becoming an integral part of the business. 

Alexandra

Alexandra Frick

Allie has been serving as Office Administrator with Sara since 2015. In her role, Allie enjoys the opportunity she has to help clients and put their needs first each and every day. She is the friendly voice you hear at the other end of the line when you call into the office, and she manages all of the daily tasks that are essential in ensuring smooth operations in a busy and successful environment. Allie has the gift of positivity, and she maintains an upbeat attitude in all her interactions with clients and advisors. She holds her Health and Life Insurance licenses in the state of Kentucky, and she has also earned her bachelor’s degree in Business Management.  She enjoys learning the ropes of the financial planning industry as well as becoming an integral part of the business. 

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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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