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Sara Bachelder

i am Sara B 

Sara Bachelder, with 25 years of service and leadership in the non-profit sector, is the founder and owner of Sara B & Associates, a distinguished financial services firm. Her experience assisting individuals in overcoming addictions, mental health concerns, and trauma brings a unique perspective to financial wellness, especially when serving the veteran community. 

Recognizing the need for targeted attention in this area, Sara dedicates her career to helping veterans and their families protect their financial future through education and personalized solutions. Her firm, powered by First Financial Security, provides access to A-rated carriers and a suite of proprietary financial products. Sara also maintains strategic partnerships with esteemed professionals, such as Forbes-recognized financial coach and wealth expert, Shirley Luu. 

Understanding the challenges faced by veterans, Sara is passionate about educating this community on budgeting, credit, and financial psychology. She listens to her client’s goals and concerns, ensuring they have the right strategy to achieve financial security and peace of mind. Sara’s commitment to building lasting relationships with clients and positively impacting the veteran community is at the core of her mission at Sara B & Associates. 

Money Tree

Welcome to all things finance. I will be writing monthly to discuss a range of financial topics including terminology, options, and strategy. You can expect segments

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