Strategic Alliances
Based on our client’s unique situations and varying levels of wealth, it is improbable for us to provide all services to all people. For the instances when clients require a strategic discipline that we do not posses internally, we are fortunate to have cultivated relationships with some of the most well-respected individuals in their professional fields and will gladly introduce you to someone we highly regard who is familiar with us and our services.
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.
We have a hand-picked network of advisers and through our relationships you gain access to some of the best knowledge available nationwide. The firms and people we work with are not employees of, or in any way directly affiliated with, Sauser Financial Group. We have not entered into any referral fee argeeements with them either, thereby affirming that our interests are uniquely aligned with yours.
Our Strategic Alliances include:
- Trust and Estate Attorneys
- Real Estate Attorneys
- Merger and Acquisition Attorneys
- Certified Public Accountants
- Charitable Foundations
- Business Valuation Specialists
- Traditional and Non-traditional Asset Managers
- Property and Casualty Insurance Agents
- Venture Capital and Private Equity Firms
- Real Estate Development Companies
- Real Estate Professionals
- Residential and Commercial Lenders
We will work closely with your existing team members as well to facilitate the coordination of advisory services to ensure your interests are placed first.
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