David A. Saucer is a 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:
Married for 36 years to his wife Cynthia, the Saucers enjoy traveling and spending time with their two adult children and his 5 grandchildren.
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.
