Sara Sanchez, founder of Legacy By Sara, standing with her arms crossed in Carlsbad, California

Meet Sara Sanchez

Clear life insurance and retirement guidance for women who want to protect their families and plan ahead with confidence.

Clear Guidance For The Decisions Ahead

I help women in Carlsbad, San Diego County, and throughout California understand life insurance, retirement strategies, and financial protection options in plain language.

With a degree in Education, certification as a Life Coach, and a passion for helping others navigate life’s important decisions, I believe financial planning should feel clear, empowering, and tailored to your unique goals.

My approach is simple: start with what matters most to you, explore your options, and create a plan that aligns with your priorities. Whether you’re protecting your family, preparing for retirement, reviewing an existing policy, or planning for the unexpected, I’m here to help you move forward with confidence.

You don’t have to figure it all out on your own. I offer a Clarity Review as a simple first step. It’s a focused conversation where we look at what you already have, what matters most to you, and which questions or options may be worth exploring next.

Learn about the clarity review

What I Help With

  • A raised fist inside a circle, symbolizing solidarity or protest.

    Family Protection

    Life insurance, term life, mortgage protection, and policy reviews.

  • A shield with a heart in the center, symbolizing protection and care.

    Living Benefits

    Options that may provide added protection if life takes an unexpected turn.

  • Line graph with upward trend and bar chart, representing growth or data analysis.

    Retirement Income Planning

    Annuity and retirement income options to help you plan for the years ahead.

Schedule Your Clarity Review

SIMPLE. CLEAR. PRACTICAL.

My Approach

Insurance and retirement conversations do not have to feel overwhelming. My goal is to explain your options clearly, answer your questions, and help you compare what may fit your life.

You do not need to know exactly what kind of policy or plan you need before reaching out. We can start with where you are, what you want to protect, and what questions you have.

Sara Sanchez, licensed insurance agent in Carlsbad, California, seated at her desk.

LICENSED INSURANCE AGENT

Based in Carlsbad, CA

Working with women and families throughout Carlsbad, San Diego County, California, and in the states where I am licensed.
California License #: 4513592

Additional states upon request

California coastline near Carlsbad with ocean waves and coastal cliffs.

Ready to Talk Through Your Options?

Start with a simple conversation about what you want to protect, what questions you have, and what kind of plan may fit your life.

Schedule your clarity review
CONTACT SARA