I am honored to introduce myself as the President, Owner, and Wealth Management Advisor at The Saffer Financial Group. With a 37-year tenure in the financial services industry, I have dedicated my career to planning my client's financial futures and helping them achieve their unique goals. Witnessing my clients realize their dreams and aspirations is what truly motivates me each day. Whether it's sending a child to college, ensuring a comfortable retirement, or providing the right amount of insurance coverage for their loved ones, I am committed to making a positive impact in their lives.
Over the course of my extensive career, I have obtained several securities licenses to better serve my clients in their quest for a successful financial future. These licenses include the Series 3, 6, 7, 22, 63, 65, and 215, allowing me to offer comprehensive guidance as a life, disability, and health insurance specialist. In 1985, I earned a Bachelor of Science degree in Communications from Northern Illinois University.
However, my true passion for helping others find financial security stems from a pivotal moment in my early career. Selling one of my first policies and tragically witnessing my client's passing just six months later made me acutely aware of the difference I had made in that individual's life. It was this profound experience that ignited my passion for making a lasting impact and ensuring financial well-being for those I serve. I firmly believe in the importance of continuous education to further enhance my ability to support my clients. By staying up to date with industry trends, regulations, and innovative strategies, I can provide them with the most relevant and effective advice, tailored to their unique circumstances.
Beyond my dedication to my clients, I am an active member of the community, serving on various committees and involved in several organizations. Notably, I am a proud member of the Million Dollar Round Table and the Society of Financial Service Professionals. It is with great pride and enthusiasm that I lead The Saffer Financial Group. Guided by a steadfast commitment to my client's financial well-being and fueled by the fulfillment derived from making a meaningful difference, I look forward to continuing my journey of helping individuals and families achieve their dreams, one step at a time.
When I am not in the office, you can find me spending time with my twin boys and I am recently engaged. I golf regularly and I enjoy bike riding for training along with swimming and the gym. I have been scuba diving since 1986. I enjoy live music and traveling, and I also have a tremendous passion for ice hockey. I also coached hockey for 20 years after a long career of being on the ice myself.
*Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.
*Neither Guardian nor its subsidiaries issue Health Insurance.