Sarah Ta

Paraplanner

Phone: 612-347-8651
Fax: 612-313-7524
E-mail:

Sarah came to Box Financial Advisors in May 2006. She is responsible for analyzing and generating most of the planning and investment reports used for our clients. Sarah’s responsibilities include:

  • Cost Basis Maintenance
  • Required Minimum Distribution Calculations
  • Performance Calculations
  • Financial Plan Inputs