Sarty Financial Limited

Stephen Sarty has over 39 years of experience working with professional and business owners, with a major focus on wealth creation and estate planning. With an emphasis on tax savings and tax reduction as well as wealth management and estate planning, Sarty Financial Limited helps our clients build and maintain wealth, in a tax efficient way. The specialized products that the life insurance industry has developed to drive these concepts requires advanced underwriting skills which Stephen has taken numerous courses and training. Over the years Stephen has worked with many different advisors and companies which has given him the opportunity to expand his skills. With his years of experience encountering many unique situations it has led him to focus on a secondary market as well, helping people who have problems purchasing insurance coverage including people who have been declined coverage in the past. This not only involves people with health problems, but dangerous occupations, unusual financial circumstances and travel to dangerous parts of the world.