My mission is to help you insure your risks of everyday life, to be there for you when the unexpected happens, and to help you prepare financially for retirement. My vision is to provide you with the first and best choice in the insurance and financial products I provide.
Dr. Savalaxs (Sara) and her team educate and equip students with the capitalist skills needed to navigate the system, from money management through becoming advanced investors in the digital age.
For clients who prefer hands-off and seek better return and fairer fees than traditional mutual funds, they also offer global portfolios services.
Like many of her clients, Sara was stuck in golden handcuffs in the corporate world, comfortable with paychecks, but dry of passion. From the wish to see her children work for passion and make a difference in their lives and others’, Sara undertook an investment literacy journey over a decade ago which transformed her. Today, not only is she training her ten-year old, she also offers that financial literacy to other families setting themselves and their kids up for financial success in our capitalist society.
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