Pre & Post Retirees


We strive to foster enduring partnerships with our clients, providing education and counsel along the way.

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Wealth Builders


Our suite of financial and investment services is comprehensive, and we possess extensive access to a diverse range of solutions.

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Women in Transition


As an independent firm, our top priority is to provide impartial and unbiased advice by offering complete objectivity in our services.

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WE'RE REVOLUTIONIZING THE WAY FINANCIAL ADVICE IS PROVIDED

At Sapphire Investment Services, we are committed to revolutionizing the landscape of financial advice. We believe that with intentionality, attentive service, and a team devoted to your success, financial advice can have a life-changing impact. Our goal is to foster an empowering environment where you are motivated to pursue your aspirations, and we're passionate about assisting you in your journey. Through education, support, and genuine connections, our firm provides comprehensive financial planning and proactive investment management services.

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success

Latest Blogs

Tracy Valero |
Categories
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...