Sarah Leslie

with confidence and peace of mind. With over 20 years of experience, I’ve had the privilege of guiding many individuals and couples through the transitions that come with retirement—ensuring they can enjoy the lifestyle they’ve worked so hard to build.

I understand that retirement is about more than just financial security; it’s about living out your dreams, spending quality time with loved ones, and embracing the freedom that comes with this new chapter. I take the time to truly get to know you—understanding your hopes, your concerns, and your vision for the future. This approach allows me to create a tailored financial plan that not only secures your nest egg but also aligns with the life you want to lead.

Clients often tell me they appreciate my empathetic and down-to-earth approach. I believe in the philosophy of “Live for today, provide for tomorrow,” which means I’m here to help you make the most of your retirement years while ensuring your financial future remains strong.

Whether you’re already retired or planning for the big day, I’m committed to being a trusted partner on your journey—offering advice that’s both thoughtful and practical, so you can focus on enjoying this exciting new chapter of your life.