Elevate Your Finances with Precision Confidence Organization Clarity
Connect with Sara Hagen for expert financial guidance and personalized support.
Key Solutions for Your Needs
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.
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.
Years of Experience in the Financial Services Industry
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.
