Derek Sauerwine
Three Leaf Financial - Fairfax, Virginia Financial Advisor
- Role
- Founder & Advisor at Three Leaf Financial
- Location
- Fairfax County, VA, US
- LinkedIn followers
- 500 followers
About Derek Sauerwine
Derek Sauerwine attended East Stroudsburg University, and after a successful career in…
Experience
Founder & Advisor
Mar 2010 — Present · Fairfax, VA, US
Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. The founder of Three Leaf Financial, Derek Sauerwine, works one-on-one with his clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client\'s goals. The practice continues to flourish because at it\'s core, it is built on a life-long relationship model and Derek\'s ability to make complex ideas easy to understand. As a licensed Fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.
Skills
- Long-Term Care
- Long-Term Customer Relationships
- Strategic Financial Planning
- Wealth Management Services
- Wealth Preservation Planning
- Asset Protection
- Fixed Annuities
- Retirement
- Wealth Accumulation
- Multi-Generational Wealth Transfer
- Tax Free Income
- Iras
- Indexed Annuities
- Roth Ira
- Income Planning
- Retirement Planning
- Estate Planning
- 401k
- Leadership
- Life Insurance
- Rmd Planning
- Long Term Care Insurance
- Investment Portfolios
- Wealth Accumulation Strategies
- Estate Preservation
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