Providing independent, objective advice

Who We Are

At Sauser Financial, we have a clear and unwavering purpose: to help clients crystallize their objectives, understand their challenges, and implement a plan for wealth preservation, growth and succession.

Our commitment to our own professional development helps ensure our dedication to having a high level of knowledge and experience 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 wellness are to them. That is why their confidence and trust are the assets we value most. We also recognize that along with financial success comes increased responsibilities and complexity.

What We Do

In short, we provide two very important functions. First, we help our clients crystallize their financial, business and estate objectives. Second, we make certain their plan helps to accomplish those objectives. We take responsibility to get the job done.

We work closely with our clients team of trusted advisors to make certain that every aspect of their plan is implemented, properly communicated, and kept up-to-date. Our goal is to make certain the plan they have is the plan they want.