Benefit Planning Service

read moreWho we are. At Sauser Financial, we pride ourselves in building trusting relationships, asking the right questions, crystallizing the objectives, and designing an Integrative Wealth Plan that reflects what is most important to our clients. Our commitment to our own professional development helps ensure our dedication to having a high level of knowledge and expertise working for our clients. And, our professional commitment is evident in how deeply we care for them and their families. We appreciate how important our clients' family, business and financial security are to them.

read moreBrian P. Sauser, CFP is a Financial Advisor providing advisory services through Eagle Strategies, LLC, a Registered Investment Advisor, in the states of Colorado, Illinois, Iowa, Michigan, Minnesota, North Carolina and Wisconsin. As such, these services are strictly intended for individuals and organizations in the states referenced. Brian P. Sauser, CFP is a Registered Representative offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC, a Licensed Insurance Agency, in the states of Colorado, Illinois, Iowa, Michigan, Minnesota, North Carolina and Wisconsin.

read moreBased on our clients' degree of wealth, it is improbable for us to provide all services to all people. When a client requires a strategic discipline that we may not posses internally, we are fortunate to have cultivated relationships with some of the most well-respected individuals in their professional fields. It is not easy developing our relationships. We exert significant due diligence and screen and test potential relationships very carefully. Our goal is to identify people who possess the same level of integrity and provide the same high level of service that we do.

read moreAt Sauser Financial, we have an uncommon understanding of how the individual decisions you make impact the whole. And, we recognize the process engaged in making these decisions ultimately determines your success. We take great pride in our Integrative Wealth Management process, which is vital to the design and implementation of every unique plan, and believe your decisions should embrace your values system and should also be supported by proven economic principles. Theories and circumstances change over time whereas principles are absolutes that do not.