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.
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.
Below are copies of our investment advisor's most recent Form ADV.