The 5 Step Process
Fischer Financial Services has a process in place – a step by step guide – to ensure world class financial planning success.
- Entry and Contracting: Setting goals and objectives.
- Discovery: Reviewing current situation through an in-depth process of interviews, documentation, consultation with other advisors, etc.
- Analysis & Feedback:Presentation and feedback from the client stage.
- Recommendation:Selection of best pathways to reach goals.
- Implementation:Execution of the plan.
Why Our Clients Choose Us?
Successful business owners have specific financial needs and require top class planning and services. Fischer Financial Services utilizes decades of experience and knowledge to provide top notch services to even the most dynamic and complex businesses and families.
We are known for our Client Service Excellence and partner with like-minded professionals.
Another advantage Fischer Financial Services offers is a thorough understanding and key expertise in dealing with family enterprises, that have unique and complex situations and need to choose the best transition pathway for long-term success.
“My wife Debbie and I have been clients of Fischer Financial Services since 2008. I first met Vern Fischer at a pilot training course and was immediately drawn in by some pretty obvious attributes: 1) friendly demeanor; 2) quiet and personable communication; and 3) sincerity. I was skeptical about using another financial planning service given our very negative experience dealing with poorly trained and overly aggressive branch personnel from one of the large national firms. Vern quickly put our concerns to rest by demonstrating his thorough knowledge of this industry, customer focus, soft coaching skills, and most importantly … honesty … through his actions and impressive results.’ – Jamie Sargent