Sagun Financials was founded in 2015 on a simple belief: when people gain financial knowledge, they make better decisions, create stronger futures, and leave lasting legacies for the people they love.
From the beginning, our mission has been to help individuals, families, and business owners navigate the complex world of insurance, retirement planning, and financial protection with confidence. We understand that financial decisions can often feel overwhelming. That is why we are committed to making financial concepts simple, practical, and easy to understand.
At Sagun Financials, we believe that every family deserves access to quality financial education and personalized guidance. We are passionate about helping people understand their options, evaluate their needs, and make informed decisions that align with their goals and values.
Our approach goes beyond products and policies. We focus on building long-term relationships based on trust, education, and service. Every client has a unique story, unique goals, and unique challenges. We take the time to listen, understand what matters most to you, and develop strategies designed around your specific needs.
Whether you are looking for health insurance, Medicare guidance, employer benefits, life insurance protection, retirement planning, wealth accumulation strategies, or legacy planning, our goal is to provide solutions that help you move forward with confidence.
We exist to help people:
At Sagun Financials, we believe education comes before implementation. We strive to empower our clients with knowledge so they can understand not only what they are doing, but why they are doing it.
We are committed to serving our community with integrity, professionalism, and genuine care. Our recommendations are centered around your goals—not a one-size-fits-all approach. We work to simplify complex financial concepts and provide practical solutions that can make a meaningful difference in your life.
Financial security does not just benefit individuals—it strengthens families, businesses, and entire communities. That is why we are passionate about helping people improve their financial well-being and create opportunities for future generations.
We also believe in developing leaders who are committed to serving others. Through education, mentorship, and community engagement, we strive to create a positive impact that extends far beyond financial products and services.
When you solve a problem, you create value. At Sagun Financials, solving financial problems is our mission.
Every conversation, every recommendation, and every strategy begins with one question:
That commitment continues to guide everything we do as we help individuals, families, and businesses protect what matters most and pursue their financial goals with confidence.
Sagun Financials was founded in 2015 on a simple belief: when people gain financial knowledge, they make better decisions, create stronger futures, and leave lasting legacies for the people they love.
From the beginning, our mission has been to help individuals, families, and business owners navigate the complex world of insurance, retirement planning, and financial protection with confidence. We understand that financial decisions can often feel overwhelming. That is why we are committed to making financial concepts simple, practical, and easy to understand.
At Sagun Financials, we believe that every family deserves access to quality financial education and personalized guidance. We are passionate about helping people understand their options, evaluate their needs, and make informed decisions that align with their goals and values.
Our approach goes beyond products and policies. We focus on building long-term relationships based on trust, education, and service. Every client has a unique story, unique goals, and unique challenges. We take the time to listen, understand what matters most to you, and develop strategies designed around your specific needs.
Whether you are looking for health insurance, Medicare guidance, employer benefits, life insurance protection, retirement planning, wealth accumulation strategies, or legacy planning, our goal is to provide solutions that help you move forward with confidence.
We exist to help people:
At Sagun Financials, we believe education comes before implementation. We strive to empower our clients with knowledge so they can understand not only what they are doing, but why they are doing it.
We are committed to serving our community with integrity, professionalism, and genuine care. Our recommendations are centered around your goals—not a one-size-fits-all approach. We work to simplify complex financial concepts and provide practical solutions that can make a meaningful difference in your life.
Financial security does not just benefit individuals—it strengthens families, businesses, and entire communities. That is why we are passionate about helping people improve their financial well-being and create opportunities for future generations.
We also believe in developing leaders who are committed to serving others. Through education, mentorship, and community engagement, we strive to create a positive impact that extends far beyond financial products and services.
That commitment continues to guide everything we do as we help individuals, families, and businesses protect what matters most and pursue their financial goals with confidence.
When you solve a problem, you create value. At Sagun Financials, solving financial problems is our mission.
Every conversation, every recommendation, and every strategy begins with one question
Our team of licensed advisors provides personalized guidance to help you confidently navigate health insurance, Medicare, life protection, employer benefits, and retirement planning solutions.
My journey began with a simple belief: financial literacy changes lives. Many families work hard every day, yet lack the education and guidance needed to protect their income, prepare for retirement, and build financial stability. That realization inspired me to dedicate my career to helping people understand their options and make decisions that align with their goals and values.
Read More
As Co-Founder and Director of Client Relations, Ramita Tuladhar has been instrumental in building Sagun Financials from the ground up. Since the company's founding in 2015, she has played a vital role in shaping the client-centered culture that continues to define the organization today.
Read More
Rajina Shakya serves as the Director of Client Success & Community Development at Sagun Financials, where she has been passionately serving clients and communities for more than six years. Known for her dedication, compassion, and unwavering commitment to helping others, Rajina has become a trusted resource for countless individuals and families seeking guidance on their health insurance and financial protection needs.
Read More
Shanti Lama is a dedicated Client Success & Community Relations Specialist at Sagun Financials, committed to helping individuals and families navigate important health insurance and financial protection decisions with confidence and care. Known for her compassionate nature and strong work ethic, Shanti takes pride in building meaningful relationships and providing exceptional support to clients throughout their journey.
Read More
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
We put your needs above all. Every solution is tailored to your unique situation, budget, and long-term goals.
Our methodology is built on a foundation of thorough analysis and personalized consultation.
An in-depth conversation to understand your current coverage, health status, and financial goals.
We access over 50 carrier partnerships to identify plans that align with your needs and budget.
An in-depth conversation to understand your current coverage, health status, and financial goals.
An in-depth conversation to understand your current coverage, health status, and financial goals.
An in-depth conversation to understand your current coverage, health status, and financial goals.
Sagun Financials operates with full licensing and regulatory compliance across all 50 states.
All agents hold valid licenses in their respective jurisdictions.
We maintain active appointments with wide range of carriers carriers, including Anthem, Cigna, Humana, Aetna, KP, and MetLife.
We adhere to federal and state regulations, including CMS guidelines for Medicare, ACA marketplace requirements, and HIPAA privacy standards.
We adhere to federal and state regulations, including CMS guidelines for Medicare, ACA marketplace requirements, and HIPAA privacy standards.
All agents hold valid licenses in their respective jurisdictions.
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