About Us

At Lypps Financial, we're not just advisors; we're your financial journey partners. With 22 years of experience, Dr. Sara leads with heart, offering unique health insurance benefits to businesses with 10+ employees, saving thousands without extra costs. It's not just about growth; it's about healthier, happier teams.

I'm a Business Solutions Advisor that deeply cares about my clients. I get to know them extremely well & determine what their specific needs & goals are for themselves, their companies, and their employees. I walk right along side of them in their unique financial journey to preserve their biggest assets, their employees

How We Got Started

My passion has always been to help people protect their assets and their legacy. I worked for over a decade helping one family at a time, but wanted to leave a bigger impact. A few years ago I got an opportunity to do just that. Now, I get to work with business owners to not only protect what they've worked so hard to build, but to come along side them and preserve one of their biggest assets, their employees. By helping business save money off their bottom line through our Tax Advantage Program, it not only preserves their assets more efficiently, it also helps them to attract and retain key employees. When our work force is healthier and happier, they are more productive and less prone to injury and illness. I've always told my clients, "Your Health is your most valuable Wealth."

Products & Services
If you're thinking about retiring from your business, talk to Lypps Financial about your succession plan. Whether you're hoping to hand it off to y...
We offer debt restructuring and a wide variety of other financial services in the Fallbrook & Temecula areas.
Recommendations Given (22)
"Aliza is an incredible Acupunturist that really knows her stuff & gets to the root of your..." Read more "Aliza is an incredible Acupunturist that really knows her stuff & gets to the root of your issues. She not only helps get rid of your pain but guides you through many other healing modalities so you can live your best life!!"
"Amazing organization supporting Women Leaders in our backyard & around the globe. Dr. Robbie..." Read more "Amazing organization supporting Women Leaders in our backyard & around the globe. Dr. Robbie Motter is a true inspiration to us all!!"
Recent Activity

Dr. Sara from Lypps Financial Answered this on June 30, 2020
Building Trust & Addressing Personal Needs! (more) Building Trust & Addressing Personal Needs!

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!