Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
Saba Khan
Managing Partner
“We find immense joy in educating and informing clients about different ways to protect and grow their retirement income so that they do not outlive it.”
As a financial planner with years of experience, Saba works to guide people and families toward the financial future they seek. Known for her unwavering dedication to educating and empowering clients, Saba works to craft highly personalized retirement strategies that align perfectly with each client’s unique aspirations and financial needs.
With a mission centered on providing clients with clarity and foresight into their financial plans, Saba transforms the process of retirement preparation into a fulfilling and enlightening experience rather than an overwhelming task. Whether she is assisting single parents in securing their financial future or devising comprehensive generational wealth preservation strategies, Saba’s ultimate aim remains the same — to empower people from all backgrounds to retire in an inspired, personal way.
Saba is the host of the “Financially Fearless” podcast, where she shares invaluable insights and tips on achieving financial security and independence. Her core values of family, freedom and integrity resonate in every aspect of her professional journey, reflecting her commitment to making a positive impact on the lives of those she serves. With her expertise and compassionate approach, Saba is not just a retirement planner but also a hard-working guide toward financial freedom.
Robert Cooper
Managing Co-Partner
