Who We Are

Sagun Financials was founded in 2015 on a simple belief: when people gain financial knowledge, they make better decisions and create stronger futures. We are passionate about helping families understand protection, retirement strategies, and modern financial solutions in a way that is simple, practical, and empowering. We don’t just offer products—we provide guidance, education, and strategies designed around your goals. Our purpose is to help people: Protect their income and loved ones Prepare for retirement with confidence Access health and insurance solutions wisely Build financial stability and legacy When you solve a problem, you have a business. At Sagun Financials, solving financial problems is our mission.

Meet Our Expert Agents

Our licensed advisors are committed to helping you navigate complex insurance and retirement decisions with clarity and confidence.

David Boom

Senior Agent

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Shara

Senior Agent

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Mission & Values

Client-First Approach
Client-First Approach

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Integrity & Transparency
Integrity & Transparency

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Lasting Relationships
Lasting Relationships

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Continuous Education
Continuous Education

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Excellence in Service
Excellence in Service

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Personalized Service
Personalized Service

We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.

Advisory Approach

Advisory Image

Our methodology is built on a foundation of thorough analysis and personalized consultation.

01
Discovery & Assessment

An in-depth conversation to understand your current coverage, health status, and financial goals.

02
Market Research

We access over 50 carrier partnerships to identify plans that align with your needs and budget.

03
Customized Recommendations

An in-depth conversation to understand your current coverage, health status, and financial goals.

04
Education & Guidance

An in-depth conversation to understand your current coverage, health status, and financial goals.

05
Ongoing Support

An in-depth conversation to understand your current coverage, health status, and financial goals.

Licensing & Compliance

Sagun Financials operates with full licensing and regulatory compliance across all 50 states.

State Licenses

All agents hold valid licenses in their respective jurisdictions.

Carrier Appointments

We maintain active appointments with wide range of carriers carriers, including Anthem, Cigna, Humana, Aetna, KP, and MetLife.

Regulatory Adherence

We adhere to federal and state regulations, including CMS guidelines for Medicare, ACA marketplace requirements, and HIPAA privacy standards.

Regulatory Adherence

We adhere to federal and state regulations, including CMS guidelines for Medicare, ACA marketplace requirements, and HIPAA privacy standards.

Continuing Education

All agents hold valid licenses in their respective jurisdictions.

Licensing and Compliance
Important Disclosure: Sagun Financials is an independent agency and is not affiliated with or endorsed by the Medicare program or any government agency. Agents are compensated through commissions paid by insurance carriers.

Ready to Secure Your Financial Future?

The protection decisions you make today shape your financial stability tomorrow. Let our licensed advisors guide you toward confident, informed coverage choices.

Contact Us Today