CUSTOMIZED FINANCIAL PLANNING

Financial Design — Whether serving the career person who wants to accumulate wealth or the retiree who wants to make it last a lifetime, we design investment pro­grams to help our clients achieve their desired retirement lifestyle.

Investment Analysis — For no charge, we give future clients a snapshot of their current financial situation and assess the health of their portfolio.

Estate Planning — Working closely with trusted estate-planning attorneys, we create plans that protect our clients’ money and keep it in their family.

Tax Reduction — While we don’t prepare tax returns, we do review our clients’ tax situations to find ways to minimize taxes now and in the future.

Financial Workshops — Clients and future clients are always welcome to attend one of the many educational workshops that we offer each year.

WORRY-FREE MONEY MANAGEMENT

At D.R. Saur Financial, we actively manage our clients’ portfolios monitoring perfor-

m­ance and allocations. From thousands of financial instruments, we select those that are strong and proven in order to provide outstanding service and a solid return on invest­ment. In fact, many of our clients find that their best return on investment is peace of mind.

PERSONAL ATTENTION

Accessibility — Unlike traditional institutions, we go out of our way to be accessible to our clients. At D.R. Saur, a live staff member will answer the phone and is ready to help. In fact, every client hears from us at least every three months, even if it’s just to touch base. That’s why our clients tell us that they feel like we’re family.

Annual Review — We offer every client a complimentary meeting each year to re­view investment performance and to update financial plans.

Client-Appreciation Party — Each year, we give our clients a special “thank you” through an evening of dining and entertainment at our client-appreciation party.