Introduction
Sarah Hodge develops customized wealth planning strategies to help clients successfully achieve their financial goals.
My focus
I enjoy partnering with clients and trustees to develop and implement thoughtful financial plans that achieve my clients’ financial goals. In addition to providing financial planning services, I work with clients to optimize their client service experience by strategically coordinating with Nixon Peabody Trust Company’s Legal, Investment, Tax, Fiduciary, and Operations teams.
Looking ahead
As a financial planner, I always look at the entirety of a family’s financial picture to determine how to best allocate resources with a financial plan. As tax and legal changes occur, it is important to revisit an established financial plan to ensure resources are still being deployed in an optimized manner to achieve my client’s goals.
Education
University of North Carolina at Chapel Hill, B.A., Economics & Political Science
Professional activities
- Certified Financial Planner ™
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
-
