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Call Sara Finkelstein, Founder of Signature Advisory Group

(561) 302-5760

Special Educational Offer

Complimentary 3-Book Bundle: Long-Term Care Protection and Medicare Guidance, Plus a Guide for Retirees Who Want to Keep Working Past 65 and Stand Out in a Very Competitive World

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We are not affiliated with, endorsed by, or acting on behalf of any government agency or program. We do not offer every Medicare plan available in your area. Any information we provide is limited to the plans we do offer. You may contact Medicare directly for more options. For a complete listing of plans in your area, please visit Medicare.gov or call 1-800-MEDICARE, available 24 hours a day, 7 days a week.

Signature Advisory Group

In this video, Sara Finkelstein introduces her concierge Medicare approach. We are not a government agency. We do not offer every plan in your area. For all options, visit Medicare.gov or call 1-800-MEDICARE 24/7. Request your free book bundle today to gain confidence in your retirement future. These resources are a gift to you for exploring Signature Advisory Group. Learn how Sara protects your family with 30 years of industry experience and deep expertise.

Studio photography of a book cover titled 'Wi$dom for Women and Men' by Sara Finkelstein. The design features a professional, informative aesthetic focusing on long-term care and Medicare advice.
Packshot photography of a book titled 'Straight Talk about Medicare' by Sara Finkelstein. The design is simple and minimalist with bold black text on a light grey background.
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Secure Healthcare Costs in Retirement

Providing concierge guidance for your healthcare and protection needs. We are not affiliated with or endorsed by any government agency.

Our Professional Expertise and Live Client Feedback

Safeguarding Your Assets Throughout Your Retirement

We craft custom strategies that keep your lifestyle and wealth secure. We are not acting on behalf of any federal government program.

Listen to The Sara Finkelstein Show on all major podcast platforms for weekly insights.

Medicare Guidance

We do not offer every Medicare plan available. For all options, go to Medicare.gov or call 1-800-MEDICARE 24 hours a day.

Concierge Support

Enjoy direct access to Sara Finkelstein for financial clarity anytime. Please note: we are not a government entity or affiliated with a federal program in any way.

Client Success Stories

I met Sara at a Christmas networking event where everyone brought a simple gift to be picked randomly by attendees. I was very fortunate to select Sara’s and along with it came her book “Wi$dom for Women”. The book made a lot of sense as I, at age 57, felt exposed in the stock market and was concerned about conserving for retirement. I followed up with Sara and over several weeks she educated me to the logic of annuities while we worked together to arrive at the right plan. Sara really did her research as evidenced by detailed spreadsheets that gave me a clear picture of the future. Subsequently, she made all of the arrangements and did all of the paperwork. This work, along with her sincerity and full attention made for a long lasting professional relationship - and friendship. When the time comes, I can’t wait to work with her on Medicare options!

Susan Twombly

When I recently became a widow at 71, it was shocking how much I didn’t know about my finances. My husband had taken care of these matters for 45 years. Sara Finkelstein has been my Medicare advisor for many years, and it was the finest blessing when she came to me immediately to help me. She has educated me concerning my mutual funds, Certificates of Deposit, Social Security survivor benefits, Guaranteed Income, and so much more. I am confident I have a balanced portfolio now, thanks to the hours of her life she has given me. It has relieved an intense anxiety within. Sara is an honest, caring, highly-skilled financial professional angel. My recommendation of her cannot be higher!

Evonn Berube Reiersen

This is my first testimonial. Going into social security was I thought going to be hard. Sara, from the beginning made it easy. She is not just nice but a friend to help me along the way with anything I needed. I am in my second year and anytime I had a question or an issue she helped me solve it. Just a few months ago, I had an issue with receiving benefits. She went on the phone on a three way call. She knows what she is doing and I thank her for everything she does. It is not easy to find someone as special as she is.

Larry Strauss

Thank you, thank you, thank you for your help with understanding and choosing our supplementary medical insurance. We’ve been very nervous about retirement and what it takes to feel secure about our health coverage and getting our medications. BUT – you made us feel safe and secure about our choices. Thank you, again, for your patience and your time.

Joe and Marion Clemente

I would just like to take a moment and thank you for the services you have provided for my wife and I. You were helpful and responsive in answering our questions about Medicare. It will be our pleasure to refer to you. You are good at what you do by listening and caring. Thank you.

Luz and Carlos Vazquez

I’ll be 65 years old soon (oh boy where did the time go!). Like I’m sure everyone my age I have been bombarded with letters and phone calls about Medicare almost on a daily basis. Very confusing and intimidating and, for me, quite stressful. I went to a work shop given by Sara Finkelstein. What an eye opener! Sara was amazing! Soon after that I met Sara and we had lunch during which she was so helpful and professional, explaining all my options as well as pro and cons. She thoroughly understood my financial concerns, didn’t try to sell anything that would make me uncomfortable with my budget etc. I was so relieved and happy to work with her. I can now relax. Thank you so much Sara! I would recommend and refer Sara to anyone who’s about to get Medicare and supplement care.

Anastasios Reveliotis

Sara,
I would like to thank you for all your help in finding the best Medicare Plan for me. With so many different options, bureaucracy, and the possibilities that would work just for my needs, I could not do it without you. Your knowledge and expertise are unprecedented. Also, for all this time, effort, and patience for me, thank you.
I would strongly suggest to anyone to get advice from Sara Finkelstein.

Lech Dominski

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Lech Dominski

I met Sara after receiving a postcard in the mail listing a seminar she was offering regarding Medicare. It was several months before I turned 65, I hadn’t thought too much about it but knew it was time to do the research. I called to make the reservation which was held in a nice meeting room in an office building. The room was full room of similar aged people that had questions like I did. She explained the ins and out of the Medicare system at that time. I learned so many different things that apply to everyone approaching their decision about this care, whether they think so or not. I told everyone I knew who was my age that this information was so beneficial, with details I wasn’t aware of, and that they could benefit from attending this seminar regarding this major life change. I tried to get one friend to go but she refused because she thought she already knew all the answers. I spoke with her several months later when she told me she almost missed out on very important information, that she received a phone call from someone who guided her to where she needed to be with Medicare. If you do nothing else, at least listen to what Sara has to say. Medicare changes, however slight they be, happen every year. She will keep you on top of wat you need to know with no surprises.

Anna Moynihan

Sara was recommended to me by my tax accountant and friend. I met with Sara and was impressed and pleased with the following: organized, simplified information, gentle approach to my confusion, helpfulness, resourceful and most of all just very pleasant. She answered questions immediately whether through phone or text. We arrived at a plan that was more affordable than all my research on line. It is so much more personal to talk to a local, experienced, talented and organized person than the many unknown people one talks to using the online medicare resources. Sara is truly excellent at her career and her kind, helpful nature is a quality that I appreciated so much.

Heidi Ott

I met Sara after I got an invitation to attend one of her presentations….I chose to meet Sara in a one on one meeting so as to discuss my personal circumstances. I am so glad I did, as through this I got excellent personal attention….I highly recommend Sara to anyone wanting to get unbiased, professional guidance for any of her services. Thank you Sara!

Alan Gloyne

Sara has a very calming, reassuring voice and speaks at a very understandable pace. The workshop I attended was most informative and eye-opening about numerous realities concerning not outlivingyour money in retirement.
We discovered a benefit for which I qualified that afforded me more benefit money. I was able to receive more money because of information she shared.
Sara listens to a person’s situation and offers solutions. I would highly recommend reaching out to her as you may benefit just as I did.

Judy Adam

I was looking for a Planner to help me with my retirement plan at work, when a friend suggested that I contact Sara Finkelstein. I am so glad that I did. Sara made the “finance” conversation less stressful and very informative. I would have no hesitation in referring her to others.

Marla Bolin

Reach Out to Sara Finkelstein, RFC, RSSA
Call or Text (561)302-5760

Email: Sara@SignatureAdvisoryGroup.com. We offer responsive, personal service with no bots. We are not affiliated with or acting for a government agency. We do not offer every Medicare plan available in your area. For a full list of plans, please visit Medicare.gov or dial 1-800-MEDICARE. Sara is available for Zoom or in-person meetings at her Boca Raton office. Reach out today for immediate attention to your financial queries. One call handles all your retirement and healthcare needs.

PERSONAL SERVICE 24/7 • NO BOTS • DIRECT ACCESS • PERSONAL SERVICE 24/7 • NO BOTS • DIRECT ACCESS • PERSONAL SERVICE 24/7 • NO BOTS • DIRECT ACCESS

Local Guidance

We serve the South Palm Beach community with personalized Medicare expertise. We are not a government program. For all available plans, visit Medicare.gov or call 1-800-MEDICARE. Our goal is your long-term success.

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Contact Sara Finkelstein

Contact our concierge team for specialized retirement planning. We are not endorsed by any federal government agency or program.

Email

Sara@signatureadvisorygroup.com

Location

South Palm Beach County, Florida

Sara helps thousands of new Medicare recipients every day. We are not affiliated with the government. We do not offer every plan in your area. For a full list, visit Medicare.gov or call 1-800-MEDICARE. Join a local workshop today.

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