MEET THE TEAM
Email SaraSara Hoskins
Client accounts & Client Relations
Sara Hoskins has a strong background in business management and bookkeeping, which enables her to contribute effectively in her professional capacities. In 1997, she married her middle school crush and subsequently adopted a proactive approach to her children’s education by homeschooling her two sons from preschool through their high school graduation. With her sons now married, she is embracing her role as a “girl-mom” with enthusiasm.
In addition to her professional commitments, Sara engages in a diverse range of personal interests. She derives joy from reading, traveling to new destinations, and participating in outdoor activities such as paddle boarding and mountain biking. Furthermore, her appreciation for coffee underscores her enthusiasm for exploring unique flavors and brewing techniques.
At Tadman Financial, Sara specializes in client accounts and client relations, where she dedicates herself to fostering positive relationships and ensuring client satisfaction. Her capacity to navigate the complexities of her role reflects her unwavering commitment to both clients and the overarching mission of the organization.
Check the background of investment professionals on FINRA’s BrokerCheck.
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...
CONTACT US
Follow Us
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...