Profile: 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

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David Saucer

14526 Brook Spring Ave. Baton Rouge, LA 70816

(225) 907-6000

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.