Sarah Barnes

Sarah Barnes

Financial Services Representative, Financial Advisor

Domicile State: TN
Phone: (423) 486-9891
Fax: (423) 486-9893
E-mail:
 

Address:

Strategic Financial Partners 

2158 Northgate Park Lane, Suite 225

Chattanooga, Tennessee 37415

 

 

BUSINESS PHILOSOPHY           

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client's established goals. My personal goal is to become a lifelong resource for each and every client.

 

QUALIFICATIONS

  • Licensed to sell Life and Health insurance in TN and GA
  • Registered to offer securities products in TN and GA
  • Bachelor's Degree in Business Administration, Bryan College

 

PRODUCTS AND SERVICES

  • Stocks & Bonds
  • Mutual Funds
  • Brokerage Services
  • Stocks & Bonds
  • Mutual Funds
  • Brokerage Services
  • Charitable Giving Strategies
  • Education Funding Strategies
  • IRA/Roth IRA Consolidation/Rollovers
  • Profit Sharing Plans
  • Pension Plans
  • SIMPLE
  • 401(k) Plans
  • Tax Sheltered Annuities, 403(b) Plans
  • Fixed Annuities
  • Variable Annuities
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Medicare Supplement Coverage
  • Group Health Insurance
  • Group LTD & STD Plans
  • Group Life Insurance
  • Voluntary Employee Benefit Plans

 

PERSONAL

6 year resident of Rossville, GA

Family: 2 daughters, ages 16 and 19

Hobbies: running (long distance)

 

ORGANIZATIONS

VP of Communications - Chattanooga Track Club

Board of Directors, NAIFA - Chattanooga Chapter

Member - Young Professionals Association of Chattanooga (YPAC)

Member - Chattanooga Area Chamber of Commerce