Three Leaf Financial

Three Leaf Financial is a full-service financial planning firm established in March 2010 with the fundamental goal of building sound, personalized financial plans for each client. Founder Derek Sauerwine and Partner Chad Gough work directly with clients to create, implement, and manage tailored financial strategies designed to help them achieve long-term financial security. Each plan is carefully constructed with the right blend of investments, insurance, and planning to meet each client’s unique goals. The practice continues to thrive because it’s built on a lifelong relationship model and a commitment to making complex financial concepts easy to understand. As independent licensed Fiduciaries, Derek and Chad ensure that every recommendation is made in the client’s best interest. Each plan is clearly documented, with straightforward disclosure of all costs associated with implementation and ongoing management.