The Sailer financial team has over 50 years of financial planning experience and a steadfast commitment to your future.

Sailer Financial is dedicated to providing comprehensive financial planning and customized wealth management solutions. Our model for success is to offer fee-based advisory services through a team of experienced and dedicated CERTIFIED FINANCIAL PLANNER™ certificants who work together on our clients' investment, insurance, education, and estate planning needs.

"The strength of the team is each individual member.
The strength of each member is the team."
― Phil Jackson

Business Continuity Plan

As part of our commitment to providing our clients with the highest level of service, advice, and information regarding their financial assets, Sailer Financial developed a business continuity plan designed to minimize the effects of any significant business interruption. Since the timing and extent of these disruptions are unpredictable, we have developed a flexible plan to address numerous situations, including the untimely death or disability of our principals.

Download a copy of Sailer Financial's Business Continuity plan (pdf)

Current ADV

You can find a copy of an investment adviser's most recent Form ADV on the Investment Adviser Public Disclosure (IAPD).

Privacy Policy

Download Sailer Financial's Privacy Policy

Recent News