Sarah Santeufemio, Financial Planner with Statera Retirement

Sarah Santeufemio, Financial Planner with Statera Retirement Financial Planner Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of

attention, insight and capability. I am licensed to sell insurance in: MD, NC, VA, AR, FL, CA, WV, MA and securities in: MD, PA, DE, FL, ID, MA, AR, CA, TN, TX, VA. I am a registered representative of and offer securities, investment advisory services, and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 11350 McCormick Road, Executive Plaza IV Suite 200; Hunt Valley, MD 21031 (410)-785-7654. AR insurance license #10780121 domiciled in MD
CA insurance license #4158701 domiciled in MD

Statera Retirement, LLC is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

Retirement income planning has long played a secondary role to growth & accumulation, but we've always preached a differ...
06/03/2026

Retirement income planning has long played a secondary role to growth & accumulation, but we've always preached a different narrative; it's about BALANCE. Vanguard is now making the case to investors that the harder, more consequential work begins the day the paycheck stops.
Bravo Vanguard 👏🏼
⚖️💰

The firm's latest research finds that focusing on income planning leads to better retirement outcomes.

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working...
05/12/2026

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working toward future goals. During Disability Insurance Awareness Month, let’s meet to discuss an income‑protection strategy.

A little less 'business as usual' but a lot more action! 🎬 Thanks to the WMAR crew for making this interview a fun exper...
05/11/2026

A little less 'business as usual' but a lot more action! 🎬 Thanks to the WMAR crew for making this interview a fun experience in sharing the 'why' behind what we do every day 🎤
WMAR-TV Statera Retirement, LLC Bradley Bartkowiak CPFA®, CLTC® Peter Paris, CFP®,CRPC® Krista Perry William Summers

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Address

11350 McCormick Road
Hunt Valley, MD
21093

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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