Sara Giacalone

Sara Giacalone is the Annuity and Insurance New Business Coordinator at Planned Financial Services, where she ensures that complex processes are handled with precision, urgency, and a personal touch. With nearly a decade of experience in the financial services industry, Sara plays a vital role in helping clients move from intention to action, ensuring every policy, application, and contract is managed with care and attention to detail.

Before joining the firm, Sara worked in the funeral industry, where she saw firsthand the emotional and financial impact of inadequate planning. That experience continues to shape her work to this day. She believes that financial preparation isn’t just a transaction. It’s a commitment to protecting your future and easing the burden on your loved ones. Her approach is grounded in responsiveness, clarity, and respect for the personal milestones that often accompany insurance and annuity decisions.

Sara holds degrees from Mott Community College, the University of Michigan–Flint, and Wayne State University. She is also a certified notary public. At Planned Financial Services, she collaborates closely with the advisor and operations teams to ensure each client file is handled with accuracy and aligned with the firm’s high service standards.

Sara lives in Holly, Michigan, with her husband, Jayme, and their blended family of eight children. Outside of Planned Financial Services, she enjoys camping, beach days, baking, event planning, and bringing creative energy to the people and experiences she values most.