Sara
Uh

CFP®

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Sara Uh

Here to act in your best interests

About me

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy – coaching our two boys in various sports, such as golf, mountain biking, and skiing – and have a goal to see all the national parks together.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Western Michigan University

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Visit one of our Locations

Detroit I - Clinton Township

39425 Garfield Rd
Suite 25
Clinton Township, MI 48038

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Detroit IV - Novi

39555 Orchard Hill Place
Suite 365
Novi, MI 48375

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Detroit V - Troy

201 West Big Beaver Road
The Columbia Center, Suite 950
Troy, MI 48084

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health