Legacy Estate & Financial Group is an independent financial planning firm; Sigma Financial Corporation is our independent broker dealer. Because of this independent relationship we are not forced to sell or have any proprietary products that must be used. This independence allows us to represent a wide array of products, each with a very specific purpose to meet the various and ever-changing needs of our clients. Our broker dealer does extensive due diligence before establishing a selling agreement. We also conduct due diligence to find the best products that will meet our clients needs.
With mass media and Internet advertising, choosing the right investment can get very confusing.
We simplify the process by evaluating your investment portfolio with respect to performance, risk, and diversification in light of your goals and objectives, including your time horizon and risk comfort level. Without a coordinated strategy it can be difficult to build an effective investment portfolio that meets your financial needs. By evaluating each investment in the context of your overall objectives we can then apply specific principles and techniques when building your retirement fund, saving for your children's education, saving for a new home, investing after retirement, or saving for any other financial goal.
When choosing specific investments to implement your 
investment plan we review product features, performance, and cost to find a strategy that is designed to support your objectives for each investment goal. Sigma Financial Corp. has won the #1 spot of the Investment Advisor Fax Poll for the Broker Dealer of the Year Award a record eight times.
If you have any questions about Investment Strategies, or wish to schedule an appointment, send us an email or give us a call at (810) 687-7339 (toll-free 800-343-2441).
It may be helpful to have the following financial documents available when scheduling your appointment to review your Investment Strategies.
Or call and request a copy of our Investment Strategies Workbook and bring supporting documents as needed.