Brian P. Sauser, CFP®

Founder / Financial Advisor

Brian has provided comprehensive financial advice and services since 1999, and founded Sauser Financial, LLC on a transparent purpose of helping clients get done what everyone else simply talks about doing. This purpose, along with his Legacy Wealth Management process, sets him apart from other advisors. Brian is also one of a limited number of financial advisors nationwide uniquely qualified to offer the Macro Asset Perspective retirement planning strategy.  

Brian holds the highly-regarded accredited CERTIFIED FINANCIAL PLANNER™ designation; and has built a reputation as one of the premier financial advisors in the Midwest. Brian's primary focus is in the areas of investment management, retirement income, risk management and wealth transfer planning.

Brian and his wife, Karena, have 3 sons and reside in Dubuque, Iowa. And, his principles to a rewarding and successful life are family, assess your responsibilities and help others succeed.


Board Memberships and Affiliations:

  • The Coaching Series - an exclusive group of business succession and estate planning advisors
  • Million Dollar Round Table*
  • National Association of Insurance and Financial Advisors
  • Tri-State Estate Planning Council

 

*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.

Phone 563.564.5155
Fax 866.625.5462