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 to improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.

Drawing on over 20 years of experience in the financial service industry, David has gained a unique perspective on tending to his client's 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 28 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 in Louisiana, Texas, California, and West Virginia

• Nationally Recognized Speaker, Mentor and Thought Leader

• Retirement Income Planning Trainer

• Authorized Bank on Yourself Practitioner

(844) 619-7233

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