About
As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision. Sarah strives to form personal and long-lasting relationships with all her clients to maintain that trust. Sarah lives in Rock Hill with her husband, Tyler, and their son Parks. She enjoys live music, traveling and spending time with her family and friends.
Education
- BS - Clemson University
Articles by topic
Blog
When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be.
Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.
Blog
Whether you're a young individual just starting a career path or a well-seasoned professional nearing retirement, developing a savvy tax strategy today can save you from some painful surprises down the road in retirement.
But becoming tax savvy is easier said than done, mainly because what you see in your account balance is not always what you get. Traditional Roth IRAs, and other tax-deferred accounts, are a great example of this.
Newsroom
Sarah LePhew, CFP®, CDFA Vice President and Financial Advisor at Wealth Enhancement Group was quoted by InvestmentNews in the article “Divorce and retirement: It’s a matter of trust.”
