Sara Gardner, CFP - EP Wealth Advisors

Services Offered

• Comprehensive financial planning
• Investment management
• Tax planning
• Insurance planning
• Retirement planning

About

Sara Gardner is a Certified Financial Planner (CFP®) based in Conifer, Colorado, providing comprehensive financial advice to clients. She focuses on integrating various aspects of financial planning, including investment management, social security, mortgage, insurance, and tax strategies. As a fiduciary, Sara ensures that her clients receive advice that is in their best interest, charging only advisory fees. She serves individuals and families seeking to organize their finances and achieve peace of mind.

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