Sarah’s Approach
Sarah A. Nolte
CFP®
Financial Advisor / Member Owner
Overview
Sarah Nolte is a financial advisor serving clients from Savant’s Iowa City and Cedar Rapids, Iowa, offices. A CERTIFIED FINANCIAL PLANNER® professional, she works with individuals and families on comprehensive financial planning, helping them navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sarah joined Savant when World Trend Financial partnered with the firm in 2022. Before that transition, she served clients through World Trend Financial and previously held the role of director of operations at Financial Concepts, LLC, in Kalona, Iowa. Her industry experience provides insight into both the planning and implementation sides of financial advice, allowing her to help guide clients with a practical, informed perspective.
She earned a bachelor’s degree in finance with an emphasis in financial management from the University of Northern Iowa in Cedar Falls.
Sarah lives in Kalona, Iowa, with her husband, Steve, and their two children. She enjoys supporting her family’s farming operations, watching Hawkeye football, baking, staying active in her community, and traveling.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Northern Iowa
Bachelor of Arts in Finance with an emphasis in Financial Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Advanced Charitable Giving Strategies for the Affluent | Charitable Giving Insights | On Demand Webinar
Watch the video "Advanced Charitable Giving Strategies for the Affluent" to learn expert strategies on charitable giving. Get…
Why Smart Families Still End Up with Messy Estates
Well-advised families still end up with messy estates. Learn where plans come apart, what Illinois’ $4 million exclusion…
Charitable Giving Strategies for High-Net-Worth Retirees
Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.
A Good Financial Strategy Isn’t Always Worth Pursuing
One lesson that becomes easier to appreciate with experience is that a financial strategy can be technically sound…
Education
- University of Northern Iowa
Bachelor of Arts in Finance with an emphasis in Financial Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.