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Sara Dorothy Johnson is a registered Investment Advisor Representative with Accelerate Retirement. Sara has been working in the financial services industry for over ten years. Prior to joining Accelerate Retirement, Sara worked at Sunwest Pensions, PKB Retirement Services and BCJ Financial Group. Sara holds a Series 65 license and has experience providing retirement plan consulting to the members of the Associated Builders and Contractors (ABC) trade association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
09/19/2023 - Present
Accelerate Retirement (Scottsdale AZ)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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