Sarah Schut is CERTIFIED FINANCIAL PLANNER™ professional as well as holds the RETIREMENT INCOME CERTIFIED PROFESSIONAL® designation. Most recently Sarah attained the Chartered SRI Counselor™ designation for advising clients on sustainable, responsible, and impact (SRI) investments.Sarah's specialization in retirement income planning as well as her work as a CFP® provides specialized knowledge for clients as they prepare for and enjoy retirement. Sarah works with individuals and families as well as businesses.
Retirement planning is more than just investments -- it's about living. As an RICP®, Sarah helps clients navigate critical decisions. Retirement planning can include housing changes, goals for gifting, charitable donations, pursuing new careers and hobbies, planning for the education of grandchildren, and much more. Retirement is a time to lead a fulfilling life!
As a CFP® professional, Sarah acts as a fiduciary for her clients, placing their interests first. Sarah integrates the six elements of the CFP® process into her practice: investment advisory, planning for spending; outlining essential estate planning documents; insurance needs review; and follow up on planning goals.
Sarah holds a Master of Arts in English from Washington College and an undergraduate degree from Arcadia University. She has completed a graduate certificate program in family financial planning through Iowa State University. Sarah has her Series 7 and Series 66 registrations for securities sales and investment advisory as well as holds a life and health insurance license in the State of Maryland.
Sarah resides in Rock Hall, Maryland with her husband and five children. She serves on the Board of RiverArts as well as the finance committee. Previously, Sarah served on the Board of Trustees of the Kent County Public Library. Prior to becoming a CFP® practitioner, RICP®, and Chartered SRI Counselor™, Sarah worked as a market manager for a natural fiber ingredient manufacturer traveling nationally to develop business in the food, filtration and industrial market segments.