Phone: (563) 564-5155Fax: (866) 625-5462Email: firstname.lastname@example.org
Brian started Sauser Financial in 1999 with the purpose of providing his clients, and their circle of advisors, with the clarity and direction needed to identify and pursue their best financial opportunities. In addition to this purpose, Brian's Macro Asset Perspective and Legacy Wealth Management processes have helped him build a reputation as one of the premier financial advisors in the Midwest.
As a CERTIFIED FINANCIAL PLANNER™, Brian leads the firm's comprehensive financial planning engagements. Through his independent and personalized investment management approach, Brian helps the firm's private clients obtain peace of mind and financial security. 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* 2023
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.
Eagle Strategies LLC ("Eagle") is a Registered Investment Adviser. Eagle is dedicated to providing comprehensive solutions to help secure the future you desire. Eagle offers robust, high-quality investment advisory programs, ensuring advisors have the necessary tools to design tailored solutions; solutions centered around your individual goals, time horizon, and risk tolerance.
Leading Asset Managers
Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team's rigorous requirements. Before an asset manager is added to Eagle's platform, it is thoroughly vetted and continously monitored to ensure it meets Eagle's stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.
Eagle strongly believes in expertise and specialization. It proveds extensive support to its advisors through its accomplished and accredited teams. They help provide well-considered financial guidance and solutions to meet your evolving needs.
Please visit Eagle Strategies to learn more about our investment team.
The Advanced Planning Group (APG) is a premier team of industry professionals who provide us dedicated support in business and estate planning. APG is a veteran team of more than thirty professionals who hold numerous degrees and certifications including J.D., LL.M, CPA, CFP®, CLU® and ChFC®. They collectively leverage years of practical experience as lawyers, accountants and financial service providers to deliver unparalleled assistance in estate, business, charitable giving, retirement distribution and sophisticated life insurance planning.
APG provides a range of consultative services and technical case design to support us in presenting complex business and estate planning solutions to you and your team of advisors in the following key areas:
Family Security – Knowing you can keep the lifestyle you choose for yourself and your family
Asset Protection – Protecting your assets from creditors and changing family situations
Asset Shifting – Structure your assets to help minimize estate and income taxes, moving growth on your assets outside your taxable estate while maintaining a degree of control
Estate Equalization – Planning your estate to treat family members equitably
Business Succession and Exit Planning – Helping you plan to exit your business through sale or income continuation
Philanthropic Planning – Leaving a legacy while benefiting your community and your world
This consultative process fosters an understanding between you, our team, and your team of advisors. We are able to advance the goals most important to you and develop an individual plan of action to help achieve those goals.
Please visit Advanced Planning Group to learn more about premier planning team.