Money Concepts- Sara Thomas- Financial Advisor

I’m a financial advisor in Paducah, Kentucky, and I strive to make sure my clients are protected, prepared and working toward the goal of a secure retirement. New clients often don’t realize how having a sound financial plan can really change their lives, and for me to be a part of that change is what I love most about my profession. I show my dedication to my clients through continuous, proactive communication and regular reviews. I offer clients services including planning for 401(k) management, 529 options, legacy planning, retirement income and senior asset management.

I am eager to provide only the top level of service to clients, and I have a passion for helping people create financial plans that could help them overcome obstacles and create the future they desire. I work to make an authentic connection with each of my clients and develop a relationship built on trust and respect.

My objective is to help each client prioritize their goals and then create a customized financial plan by which they can reach them. By doing so, I strive to remove the fear element that many people associate with their financial futures. My 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. I work to educate clients on the many different financial vehicles they have available to them.