snugent@exactbenefits.com
Ph: (720) 217-8066
Sarah Nugent-Noll
Retirement & Medicare Specialist
Sarah Nugent-Noll has been helping retirees with retirement planning and Medicare policies for almost four years. She holds her life, accident and health as well as Medicare insurance licenses in 24 states, and is currently studying to obtain her Series 65 securities registration.
Sarah decided on this field because she was passionate about helping people and making a difference. “The many different products and services we offer as an independent firm helps us build robust financial strategies that can truly help people,” she says.
“We specialize in helping individuals and families with retirement planning. We offer annuities for lifetime retirement income—either for income right away, or deferred annuities for retirement at some point in the future—as a tactic to both protect assets as well as allow for potential growth. We also have strategies to leave a tax-advantaged legacy to loved ones, which may include permanent life with living benefits—like the ability to borrow tax-free funds for income as long as the policy stays in force, or the ability to use the policy for long-term care expenses if that becomes needed at some point. We also provide information and help with Medicare, with many different types of Medicare policies to choose from based on individual parameters and needs.”
Before entering the financial services industry, Sarah spent 20+ years in the hospitality industry working her way up into training and operations management, as well as several years in training and operations management at dental and doctors’ offices. “I love building rapport and providing outstanding client service. I have a strong work ethic and truly believe hard work pays off. My grit, attention to detail, and serving others made me realize that I love helping people no matter what I do.”
”I joined the financial services industry because I knew that I could impact clients’ financial situations for the better, and I get to do what I love most, help people!”
— Sarah Nugent-NollExact Weath
First and foremost, Sarah believes in educating clients on all aspects of retirement in order to help put them in a better position for their retirement and their entire family’s future, encompassing their financial legacy plans for their heirs. She says, “I am both very professional and very personal with clients. I share a little bit about who I am and why I do what I do. I share my hobbies and interests and I ask about them and their family and interests. I try to build relationships with my clients and like to get to know them and ask about them and their family and interests. Knowing as much as possible about them is important to putting the right retirement plan together for them.”
Personal
Biography
Sarah Nugent-Noll was born in Winchester, England, and moved to Southern California when she was 2 years old. She grew up in California and Arizona, where she attended Paradise Valley Community College.
Sarah has lived in Colorado for the last 20 years, and currently resides in Castle Rock with her husband, Greg Noll, and their 5-year-old “little child” Bentley, their French bulldog. Sarah and Greg make it their mission to give back to families in need around the holidays. “We adopt a family and try to make their Christmas a little bit more special, and we also volunteer at various food banks to help out.
In her free time, Sarah enjoys working out, cycling, hiking, snowboarding, and playing pickleball and softball.
Our Team:
Being Prepared for Retirement Is Key
The retirement planners, financial professionals, investment advisors and financial planners at Exact Wealth provide customized plans for our pre-retirement clients in conjunction with CPAs and estate attorneys. We care about helping you retire with tax-advantaged retirement income that can last as long as you live. We help you pull all the various aspects of retirement together, from Medicare, Social Security, tax strategies, advanced estate planning concepts, wealth and asset management, annuities, life insurance and much more. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
Services
at Exact Wealth
The menu of services available at Exact Wealth are included as needed or recommended as part of your comprehensive retirement plan. Your retirement plan is customized and tailored to your situation, your retirement lifestyle goals, your retirement income needs, your risk tolerance, and your personal objectives, including your plans for wealth transfer to the next generation. The financial professionals at Exact Wealth draw on many disciplines to create and implement your plan. Here are some of the services we provide, click each one to learn more.
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