Brian P. Sauser, CFP®

Brian P. Sauser, CFP®

Founder and President

Phone: 563.564.5155
Fax: 866.625.5462
E-mail:


Brian established the firm in 1999 with a clear and unwavering focus: to help clients crystallize their objectives and implement a plan for wealth preservation, growth and succession. This focus, combined with his Integrative Wealth Management process and his commitment to get done what everyone else simply talks about doing, sets him apart from other advisors. Brian is also one of a limited number of financial advisors nationwide uniquely qualified to provide the Macro Asset Perspective retirement planning tool to clients.  

Brian attended Kirkwood Community College and the University of Iowa, earning an undergraduate degree in Business Administration. He furthered his education at American College where he completed advanced level curriculum in the disciplines of Finance and Economics. Brian holds the highly-regarded accredited CERTIFIED FINANCIAL PLANNER™ designation; and is Associate Editor of Financial News Digest, a nationally distributed publication for effective money management. He primarily helps his clients in the areas of business continuity, executive benefits, retirement income and legacy planning.

 

Brian resides in Dubuque, Iowa with his wife and their 3 sons. With his playing days long behind him, he focuses his competitive drive toward coaching his son's basketball teams. And, his principles to a rewarding and successful life are family, assess your responsibilities, help others succeed and commitment to your community.


Board Memberships and Affiliations:

  • The Coaching Series - an exclusive group of business succession and estate planning advisors
  • New York Life Insurance Company Executive Council¹ (2014 & 2016)
  • Million Dollar Round Table*
  • National Association of Insurance and Financial Advisors
  • Tri-State Estate Planning Council

 

¹Awarded by New York Life Insurance Company for outstanding sales achievements.

*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.


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