About Us | Joshua Storey | Candor Wealth Strategies

Sarah Saum works with clients nationwide with an emphasis on Michigan, Illinois and virtual planning. She brings a calm, methodical approach to building retirement income strategies, simplifying investment choices, tax free legacy planning and coordinating tax-efficient withdrawals.

Approach: Organized, education-first, and proactive. Sarah helps you understand the “why” behind each recommendation so you can make confident decisions.
Clients she serves: Mid-career professionals, educators, women (single/divorced/widow) and couples preparing for retirement who value clarity and ongoing guidance.

In her free time, she loves adventures with her husband Jon and daughter Alyssa. As a family they have been fortunate to travel to new and exciting places all over the world. Spending time with her family is a top priority. Her goal is to maintain the family approach with her clients by offering the best customized experience in all aspects of the financial planning process while enjoying life and being part of her family’s most precious moments.

Location Information

Where we serve

We work with clients nationwide via secure virtual meetings. In-person appointments are available in these focus markets:

Locations:

Florida (Sarasota, Fort Myers)

Michigan (Kalamazoo)

Chicago area

Sarasota Office:

Executive Center Palmer Ranch

8586 Potter Park Drive

Sarasota FL 34238

Kalamazoo Office:

5955 W. Main Street
Suite 231
Kalamazoo, MI 49009

Phone:

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Interested in learning more about how we can help navigate the journey toward your retirement income goals? Contact us to schedule a no cost, no-obligation consultation.

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Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Candor Wealth Strategies and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

*Candor Wealth Strategies does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

State Licenses:

Joshua Storey:

AR #17493729

CA #4081772

Sarah Saum:

AR #17283091

TX #3297790

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