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Sarah Barnes, CRPC®

Sarah Barnes, CRPC®

Financial Services Representative, Financial Advisor

Domicile State: TN

Strategic Financial Partners

2158 Northgate Park Lane, Suite 225

Chattanooga, Tennessee 37415

Phone: 423.486.9891

sarah.barnes@strategicfinancialpartners.com


Qualifications

  • Chartered Retirement Planning Counselor 
  • Licensed to sell Life & Health Insurance in Tennessee and Georgia 
  • Registered to offer securities products in Tennessee and Georgia 
  • 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

  • 8-year resident of Rossville, GA 
  • Family: 2 daughters, ages 17 and 21 
  • Hobbies: Running (long distance)

 

Organizations

  • Board of Directors - Chattanooga Track Club 
  • Board of Directors - NAIFA, Chattanooga Chapter 
  • Member, Young Professionals Association of Chattanooga (YPAC) 
  • Member, Chattanooga area Chamber of Commerce
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck