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Welcome
Pay It Forward Spotlight 

We Rise By Lifting Others

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Let us Welcome
​Sara and Paul Finkelstein
 From Delray, Florida
As this Month's

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Pay It Forward Spotlight

Business

Story: A Family Legacy of Financial Wisdom

Sara, a seasoned financial planner with over three decades of experience, found her true calling in helping seniors navigate the complex world of Medicare. With a passion for simplifying the often-daunting process, she established Real Medicare Lady, a company dedicated to empowering seniors with knowledge and personalized support.

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Sara's journey in financial planning began early in her career, working alongside her husband, and her mother-in-law. For two to three decades, this family trio formed a formidable team, providing comprehensive financial planning services. Sara's mother-in-law, a CPA, CFP, and MBA, served as a mentor, imparting invaluable knowledge and expertise.

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Drawing on this rich family history and her own extensive experience, Sara established Real Medicare Lady. The company's mission is to provide free Cyber Medicare Lessons and personalized consultations to help seniors make informed decisions about their Medicare coverage. With a focus on clarity, compassion, and personalized service, Real Medicare Lady has become a trusted resource for seniors seeking peace of mind and financial security.

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To hear their love story click here LOVE STORY

Contact

Sara at: www.Realmedicarelady.com  for Medicare

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  www.signatureadvisorygroup.com for financial planning

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Link to Sara and her husband's love story                                       (Click Here) ​LOVE STORY

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PHONE: 561-302-5160

Let's Talk 🙃

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