about sachs financial
At Sachs Financial we know how hard you have worked in order to put funds aside for retirement. We understand that you do not want to risk losing your principal in a challenging market. And we realize that today’s retirement options can be complex and hard to understand.
We focus on insurance based planning and believe that everyone should keep some of their money in a place where the principal is protected from loss when the market declines. What if you could purchase an insurance product that is not exposed to stock market risk but may get gains when a stock market index rises, with no stock market losses causing your principal to be reduced?
We believe products like this may fit the goals of someone in situations similar to yours, and we provide a simple approach that can give you a working understanding of them. We provide a no-obligation, customized analysis of your situation to help you develop a better understanding of your retirement goals, financial capabilities, and options available to increase your confidence in your retirement strategies.
Jeff Sachs
Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.
Rachel Moore, Director of Client Services
Rachel is the Director of Client Services at Sachs Financial. She started at the company in May of 2017. Since then, she has been handling the needs of our clients, both current and prospective clients who are just joining the Sachs Financial family. She makes sure that transfers or any other requests are handled efficiently and go through smoothly. Rachel is always available to assist clients and keep them updated with their accounts. She schedules meetings and assists Jeff in his daily tasks. She loves working with our clients and being a part of the Sachs Financial team! In her personal time, Rachel enjoys writing, and was lucky enough to have a book published recently. She is an animal lover and can usually be found reading a book with her dog and cat curled up next to her.
Johnelle Rhines, Marketing Coordinator
Johnelle Rhines is the Marketing Coordinator at Sachs Financial. She is the first face you will see when you walk through our door. Johnelle is passionate about people and helping them pursue what matters most to them. She plans all of our marketing and client events and is the first contact with prospective clients. She also tackles other specials projects around Sachs Financial. When not at work, Johnelle enjoys spending time with her husband, kids, and grandkids. Cycling is a passion of hers and loves to ride to raise awareness and funds for health related non-profits. She also loves to hike, kayak, and occasionally binge watches HGTV.
Giving Back
Sachs Financial supports charities and organizations that we truly believe in so that we can help make a genuine impact in our community. Here are some of the charities we support on a local and national level.