David Saucer

David A. Saucer is an independent financial professional committed
to helping his clients in retirement and insurance planning. David
utilizes various strategies to assist his clients improve their investment
potential, reduce financial risk, and help preserve their estate for their
heirs.
Drawing on over 27 years of experience in the financial service
industry, David has gained a unique perspective on tending to his
clients individual needs and concerns. His goal is to assist others in
obtaining financial well-being, while helping to manage risk against
life’s unforeseen events.
Over the years, David has helped hundreds of his clients implement
plans in the areas of Insurance, Investments and Retirement Planning.
As an independent advisor, his holistic approach allows him to utilize
the services of elder law attorneys, CPAs and other professionals. His
broad base of knowledge puts him in demand to provide guidance on:
• Protecting and Preserving Assets
• Wealth Accumulation and Distribution Strategies
• Tax Free Retirement Planning
Married for 36 years to his wife Cindy, the Saucers enjoy traveling and
spending time with their two adult children. David is an avid golfer;
however he describes his golf game “as a work in progress”. He is
involved in numerous community endeavors and considers his service to
others to be one of his greatest passions.
David is actively engaged in a number of professional organizations and
community projects, including:
• CRFA – Certified Retirement Financial Advisor
• Licensed Minister
• Nationally Recognized Speaker, Mentor and Thought Leader
• Retirement Income Planning Trainer
• Published Author of 7 books