Welcome to our New Web Site

As comprehensive financial planners, our mission is to create a healthy and manageable financial environment for our clients; one which is goal-oriented and embraces the elements of efficiency, adequacy, and achievability.
 
Our approach combines a wealth of practical experience, knowledge, and skills relevant to this industry.
 
The relationship we establish and maintain with our clients is of the upmost importance and a top priority. Determining what it is you value and maintaining this perspective is key to our mission.
 
We encourage you to explore our website and learn more about the services we provide.  Click on a link below for more information.

Investment advisory services are offered through Sigma Planning Corporation (SPC), a Registered Investment Advisor. Securities are offered through Sigma Financial Corporation, a registered broker/dealer and member of FINRA/SIPC. SPC is independent of Sigma Financial Corporation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and      in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Friday, January 27, 2012


Legacy Estate & Financial Group
2113 W. Vienna Rd. Ste. 4, Clio, MI 48420
(810) 687-7339 or (800) 343-2441
 
Securities offered through Sigma Financial Corporation.  Member FINRA and SIPC.