Our Clients
Fischer Financial Services provides exceptional and highly personalized service to primarily family businesses and high net-worth investors. Our goal is to provide top-class financial planning that includes expert advice on insurance and tax management to ensure long-term success with the wealth and status they have accumulated.
Client Profiles
The Family Business Owner
You have a successful family business and may or may not have child(ren). What will happen to your business after retirement? Is your family set up properly to inherit your business if unforeseen circumstances arose? What are some of your options that are sure to leave you and your family financial security and stability that you have worked so hard for? This is our biggest client group and one we are extremely experienced and passionate about. We can help!
The Investor
You have accumulated enough wealth to invest and/or you have already had success with your investments. With investments come risks and taxes. You have some room to take risks but want to be careful as you consider your retirement years. What investments can help increase your wealth and how to minimize the risks and taxes is key to you. Understanding the risks and liabilities and carving out a plan that will minimize risks and maximize profitability is what we do! Let’s have a conversation.
Are You Ready?
“Since 2009, Vern Fischer has been our financial advisor for our business portfolio. He has helped us tremendously with our financial planning and management of our investments. Vern has always been available either by e-mail or phone to answer any questions we may have on any topic related to our business. Through Vern, we have been able to complete our comprehensive estate planning and our corporate pension plan. In 2012, Vern introduced Christie Rose, from Guardian Capital, as our portfolio manager and, as a team, they have managed our investments very successfully, with careful consideration of global market trends. Vern and Christie keep us readily informed of their portfolio strategies in a way that is both logical and advantageous and we have complete trust in their management skills and professionalism.”
– Debbie King