ClearStep Financial helping everyday Americans secure their financial future through thoughtful and strategic financial planning and education. 

We start by getting to know you — your goals and your dreams for the future. We offer unbiased financial advice, recommending a roadmap suited to your situation, helping to ensure every step of your financial journey is well mapped out



WI Offices
Greenfield - 414.545.0404
Monroe - 608.287.4216
Pewaukee - 262.691.2450.
Shorewood - 262.293.3609

MN Office
Bloomington - 651.328.0993


Sara Lloyd

Sara Lloyd


Business Philosophy and Background

Committed to providing you with quality service by designing insurance strategies that specifically fit your needs. I enjoy taking the time to get to know you so I can better help you plan for your future. With a background in educating troubled teens, educating about money and finance is of utmost importance to me. I want you to feel confident in your future and know that you will have help and support along the way. Honesty and integrity have always been two very important qualities I strive for in my own personal life and I carry those over to my business, always treating you like family. Providing helpful and non-biased information is what I believe in.  The late Zig Ziglar said about the secret to success and happiness: "You can get everything in life you want if you will just help enough other people get what they want." That is my goal -- to help you successfully achieve all of your dreams and goals for the future and give you the peace of mind you deserve. I look forward to working with you!


Areas of Focus

  • Insurance advice and implementation for individuals, families, and business
  • Professional partnerships with attorneys, tax advisors, and other professionals who focus on value-driven client solutions


Registrations and Designations

Licensed in Wisconsin to offer Life & Health Insurance


Member Organizations

  • Elmbrook Church
  • Wisconsin Sportbike Riders Group
  • Innovative Health & Fitness
  • CrossFit Greendale
Mobile Phone 385.204.4423
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck