What we do...
In short, we provide two very important functions. First, we help you crystallize your objectives. And second, we make certain your plan helps to accomplish those objectives. We take responsibility to get the job done and provide you with the tools to succeed in the following matters:

  • Family and Lifestyle Planning
  • Asset Planning
  • Business Continuity and Exit Planning
  • Estate Planning
  • Legacy Planning


Who we are...

At Sauser Financial Group, we pride ourselves in building trusting relationships, asking the right questions, crystallizing the objectives, and creating a 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 understand and respect how important your family, business, and financial security are to you. That is why your confidence and trust are your assets we value most. We also recognize that along with financial success comes increased responsibilities and complexity. Therefore, we invite you to contact us to schedule a complimentary introductory meeting.



Sauser Finanical Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither Sauser Financial Group nor Eagle Strategies LLC, or subsidiaries and affiliates, render specific tax, accounting or legal advice. You should always seek and rely upon the guidance of your own professional counsel.

Brian P. Sauser, CFP® is a Financial Adviser providing financial planning and investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, in the states of California, Colorado, Illinois, Iowa, Michigan, Minnesota, Missouri, 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 California, Colorado, Illinois, Iowa, Michigan, Minnesota, and Wisconsin. As such, this communication and these services are strictly intended for individuals and organizations in the states referenced. Brian P. Sauser, CFP® is also an Agent licensed to market insurance through the New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Colorado, Illinois, Iowa, Michigan, Rhode Island, and Wisconsin. No insurance business may be conducted outside the states referenced.

Brian P. Sauser, CFP® is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

 
back to the top