Our ProcessAt Sawyer and Associates Financial Services and IPC Corporation, we take a unique approach to ensure your needs are properly cared for. We have two Certified Financial Planner ® Professionals and dedicated staff who are committed to ensuring you receive excellent service.
Our office has put together an 8 step Client Engagement Process which is sure to address all your needs. We will take a look at everything from ensuring you have enough assets to retire, saving for specific goals, ensuring assets are redeemed as efficiently as possible to minimize taxes in the long run, as well as many others.
We welcome the opportunity to sit down with you to explain in more detail our process and the benefits of our team approach.