Elevate Your Finances with Precision Confidence Organization Clarity

Book an Appointment

Connect with Sara Hagen for expert financial guidance and personalized support.

Key Solutions for Your Needs

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Bill Payment and Monitoring

Set up and monitor bill payments, resolve billing errors, monitor deposits and review activity for fraudulent charges.

Organization and Record Keeping

Manage mail, track expenses, and organize vital records.

Insurance Claims Assistance

Help with insurance review and claims.

Trust and Estate Review

Review accounts to ensure registration and beneficiaries are up to date. Assist attorney to update account registrations after a death.

Fraud Prevention

Monitor activity to ensure fraudulent charges or Scams are caught before they adversely affect you.

Notary Public Services

Provide Notary Public services for essential document.
About

Welcome to Silver Focus Services! We specialize in personal financial management, ensuring your finances are organized, timely, and thorough. From budgeting and bill payment to financial organization, we handle your daily money management needs.

Meet Sara

Get to know Sara Hagen, Founder of Silver Focus Services, LLC.

Sara Hagen, retired Merrill Lynch Financial Advisor, founded Silver Focus Services, LLC to assist older adults with life transitions. With a BA in Business Administration and CRPC designation, Sara brings over 30 years of financial expertise. Meet Sara to learn how she can align your finances with your life goals.

Meet Sara
Our Services

Bill Payment and Monitoring

 

Set up and maintain bill payment system, resolve billing errors, monitor banking and deposits, ensure property taxes and association fees are paid, execute charitable giving, and assist with insurance claims.

Financial Organization and Record Keeping

Manage and sort mail, track expenses, budgeting, keep records of receipts and disbursements, create Net Worth statements, organize vital information, catalog valuables, compile information for tax reporting, and review statements for fraud.

 

Estate and Insurance Management

Review and update trust and estate documents, retirement plan beneficiary designations, and pension beneficiaries. Assist with estate paperwork, insurance reviews, and insurance claims filing.

Additional Services

Notary Public services and referrals to Estate Attorneys, Financial Advisors, and Insurance Agents.

WHY WORK WITH SARA?

Sara Hagen has thirty years of experience in the Financial Services industry assisting others with their financial lives. With Sara’s past experience as a Financial Advisor, she has broad, extensive expertise and is uniquely qualified to work alongside and assist your Financial Advisor, Estate Planning Attorney, Accountant, and Insurance Specialist to ensure your day-to-day finances are aligned with your overall financial plan. She holds the Certified Senior Advisor® (CSA) designation.
30+

Years of Experience in the Financial Services Industry

21+

Years as a Senior Financial Advisor with Merrill Lynch

Reviews
5.0 ★

Client Reviews

Discover what clients have to say about their experience with Silver Focus Services. From financial organization to personalized advice, read how Sara Hagen has helped individuals manage their finances with expertise and care.

David H. "Sara's expertise in financial management has been invaluable. She helped me streamline my finances and set up a system that is easy to maintain. Her dedication and attention to detail are unmatched."
⎯    Sarah Johnson, Marketing Lead at Technlogia
⎯    Sarah Johnson, Marketing Lead at Technlogia
Jessica M. "Working with Sara has been a game-changer. She assisted me in organizing my financial documents and provided insightful advice on managing my budget. Her support has been crucial in navigating my financial journey."
⎯    Frank Berry, Chief Creative Officer at Gomi
⎯    Frank Berry, Chief Creative Officer at Gomi
Michael L. "Sara's professionalism and compassion truly stand out. She not only managed my financial affairs efficiently but also took the time to explain everything clearly. I feel more confident about my financial future thanks to her."
⎯    Michael Brown, Founder at Fabriks
⎯    Michael Brown, Founder at Fabriks
Linda S. "Sara's assistance with my parents' finances has been a blessing. She handled everything w
⎯    Sarah Johnson, Marketing Lead at Technlogia
⎯    Sarah Johnson, Marketing Lead at Technlogia
Sara was incredibly supportive and thorough in her work for us. We had some emotionally difficult family finances to sort through and I thought Sara was very empathetic and understanding about the challenges we were facing. She was not judgmental and provided extremely detailed and thoughtful recommendations. I highly recommend Sara!
Gail R., Evanston, IL
Gail R., Evanston, IL
I am not adept at using computers and phones. Sara assisted me in getting set up on automatic payment for my bills and insurance payments. She monitors my credit cards, bank statements to make sure the charges are mine. When I was hospitalized recently I knew finances were in order. Knowing Sara was taking care of everything gave me peace of mind.
Helen W., Winnetka, IL
Helen W., Winnetka, IL
After my husband passed away Sara helped me obtain and fill out paperwork for the Lawyer and Financial people. She helped me to understand what accounts we had and made sure I understood where my income was coming from. My husband did all of this and it was overwhelming for me. I thank Sara for stepping in and assisting me at a very traumatic time in my life. She now comes a couple times a month to monitor my accounts and bills.
Barbara L., Glenview, IL
Barbara L., Glenview, IL
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