Shift Your StrategyFrom Reactive to Proactive

Gain some Perspective™


The Perspective™ process diligently and deliberately accounts for all factors impacting your overall cost, offering and outcome giving an you the almost ‘crystal ball’ advantage.


Perspective™ identifies strengths and weaknesses while communicating executable action steps to address issues that may be keeping your bottom line inflated or preventing you from realizing your vision and goals.


Perspective™ is predictive. The process looks specifically at your big picture, and provides a new perspective that will prepare your not only for today, but for tomorrow and for the future.


There is no cost to go through this process with us.* We believe that this industry isn’t just about providing a return on your investment; it is about us sharing our passion; ensuring there's always an obvious Return on Relationship.

What's in it for us?

We hope you will have experienced something with us that is new, refreshing and engaging.

A process that doesn’t just create a way to solve your current problems, but one that proactively tackles those inconspicuous issues that may not have appeared on the horizon yet.

A process that has meaning for your today, your tomorrow and your future.

A process that introduced you to a team of experts that you no longer want to do without.

Our hope is that we provided you with PERSPECTIVE™ .

*Perspective involves the initial “get to know you” steps in the relationships which are free of charge, however financial planning fees, asset management fees, commissions, etc. will be charged for services rendered or per your fee schedule, etc.

Anyone can pretend to hear what you are saying. At Saxon, we are authentic and our compassion is genuine. We deliver an entire team of experts that are always actively listening and ready to engage on expertise to benefit you. With Saxon, we provide you with a team who will incorporate your vision and needs into solutions and strategies to have a powerful and meaningful impact on your future.

After we move past the initial conversation of wants and needs, we have the necessary requirements to begin something great. Our expert strategists apply our unique method of identifying your short-term and long-term goals. This unique methodology ensures that we cover all the bases that impact your costs so that we leave no stone unturned. The information in this step does more than just help us set goals, but allows us to provide you clarity, transparency and assessment of  potential opportunities.

Anyone can look at goals and try to figure out a way to meet them. Instead our expert strategists go the extra mile to focus in on innovative ideas and recommendations that are unique to you based on the information gathered in steps 1 & 2.

For employers, our approach and recommendations come from years of industry experience, vetted success stories, and access to one of the nation’s largest and leading comparison analysis tools to make sure that you are more than just cutting edge, but competitive and consistent with your offerings.

This step takes us from gaining Perspective, to taking action.

At Saxon, our promises mean something. We promise to define a strategy, execute a process and deliver…consistently. We aim to provide a clear, well-defined purpose that will instrumentally benefit our clients day in and day out.

We put into motion an effective strategy that we deliver to you with confidence that it will continue to deliver for you now and in the future.

Saxon becomes a member of the ‘you’ team. We are focused on ensuring you not only see meaningful outcomes but gain knowledge and confidence. We work to empower our customers by helping them to understand the ‘why’ behind our recommendations.

Saxon understands the need to create buy-in; to engage you in the overall offering. We do this through education. People can’t utilize what they do not understand or, even worse, what they do not know exists.

This is why Saxon works to bridge the communication gap and empowers you to get involved and educated. We want to help create a environment of trust, as well as personal and financial wellness.

This last step goes back to the core of why we do what we do. The positive impact on business we strive to achieve for our clients truly matters to us. It is what drives us.

We take a consistently proactive approach to analysis and reporting, from the up front-analysis we perform, to the ongoing stewardship reporting we provide and the full transparency we give into our fees throughout the course of our relationship. This data offers you unique, invaluable and actionable insight.