Rooted in Community, Committed to Service
By focusing on service and philanthropy, we empower our clients to make a meaningful impact while navigating their financial futures. Our community-minded approach ensures that we align your financial goals with the needs of those around us. Together, we cultivate stronger communities and create lasting legacies that reflect our shared values.
We Plan For Your Life's Work To Live On
Legacy is more than just wealth—it's a reflection of your values, achievements, and aspirations. Our dedication to legacy preservation means we protect and nurture what matters most to you. Through our comprehensive approach and risk analysis perspective, we help you create a lasting impact that extends beyond your lifetime. Partner with us to ensure your life's work continues to inspire and benefit future generations.
Navigate Uncertainty With Tailored Risk Solutions
Protecting your wealth is crucial to preserving your legacy. We strategically use risk protection strategies to safeguard your assets, and our team of experienced advisors works closely with you to create a robust defense against market volatility, unexpected life events, and other financial risks. Confidently pursue your financial goals, knowing that your wealth and legacy are well-protected for you to live fully now and for future generations.
Introducing Our Leadership Team
At Defender Financial, our leadership embodies our commitment to legacy-minded guidance and community-oriented service. Scot P. Sageser, MBA, ChFE®, CCPS®, our Managing Director and Financial Advisor, brings a wealth of expertise in comprehensive financial strategies. His advanced credentials in estate planning and risk analysis ensure your financial legacy is expertly managed.
Bill Hubbard LUTCF, CLTC, our Senior Partner, specializes in long-term care and insurance planning, complementing our holistic approach to wealth management. His dedication to understanding clients' unique needs aligns perfectly with our mission.