Preston Mahan

Sara has been in the banking industry for over five years, beginning her career as a Client Development Officer in the Raleigh area. She has a primary focus of serving the banking needs of law firms, title companies and large non-profit institutions, but enjoys working with other professional firms as well. Prior to her banking career, Sara enjoyed a 30-year career in the title insurance industry, serving the legal communities in both North Carolina and Georgia. She uses that career experience to serve the banking needs of the legal and title insurance communities in a uniquely educated way. In addition, she also has a high level of experience with FDIC protected investment products through her work with large non-profits. Sara works closely with her team to serve her members with a sense of urgency and professionalism. Outside of work, she dedicates her time to her husband and sons, as well as serving at Holy Name of Jesus Cathedral and supporting community organizations such as SAFEchild, The NC Bar Association, Wake County Real Property Lawyers, the NC Land Title Association, and the NC Association of Women Attorneys. A native of Atlanta, Georgia, Sara currently resides in Raleigh, North Carolina.

The advisor listed is an Ameriprise financial advisor in Raleigh. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Would you say the primary determinant of your financial success is a) investment returns, b) living debt free, or c) paying attention to finances regularly? While all three of these options are important, the trait that I see characterizes financially successful people the most is that they pay regular attention to their finances. Sounds too simple, right? The sticky point for many folks is that lifes busy pace and our own personal interests frequently spoil our good intentions by stacking up ahead of our time dedicated for managing finances. My approach involves becoming the key contact for busy people who want to do better for themselves financially. I start by understanding what you want, helping you get a thorough grip on where you stand, and then informing you about options to help you plan to achieve your goals. I help you take action by quieting the noise of information that may be irrelevant to you so that you are free to focus on whats important. Most importantly, I stick with you as you move towards your goals regularly reviewing your progress and working together to handle opportunities and challenges. Does systematically paying attention to your finances guarantee success? No. Regular exercise wont guarantee eternal health either. The difference is that no one else can exercise for you, but you can engage an advisor to help you plan for your financial goals.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Raleigh, NC area, Sean Flanigan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.