Sarah Degraw, Financial Advisor & Social Security Advisor
Sarah Degraw
Financial Advisor, Mundi Financial
Professional Profile
Meet Sarah DeGraw, a dedicated Financial Advisor at Mundi Financial, conveniently located at 90 Crystal Run Rd, Suite 101, in New York. With her friendly and approachable demeanor, Sarah excels at simplifying the complexities of personal finances, making it easy for clients to understand their financial options.
Specializing in asset management and financial planning for retirees and pre-retirees, Sarah brings a wealth of knowledge to the crucial conversations surrounding Social Security strategy. Her expertise ensures that clients receive tailored advice on when to strategically turn on their benefits, optimizing their financial future.
Sarah Degraw has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Known for her strong communication skills and commitment to her clients, Sarah is a reliable resource for anyone seeking to navigate the fast-paced world of finance. When she's not helping clients achieve their financial goals, you can find her enjoying the great outdoors, tending to her garden, or experimenting with new recipes. Choose Sarah as your trusted advisor and take the first step towards a more secure financial future.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.