We review various investment companies and their products when determining a client's individualized plan. More information on these can be found at the following links.

AIM Fundswww.aiminvestments.com
Alger Fundwww.algerfunds.com
American Fundswww.americanfunds.com
American Skandia VAwww.americanskandia.
prudential.com
American Skandia MFwww.prudential.com
Hartford Investorwww.hartfordinvestor.com
ING Golden Selectwww.ingvasecure.com
Jackson Nationalwww.jnl.com
Lincoln Benefitwww.accessallstate.com
FCC Online Account Accesshttps://sigmafinancial.
fccaccessonline.com
Yahoo Financehttp://finance.yahoo.com
Our services to help you reach your goals include:

  • Personalized Financial Planning
  • Retirement Planning Strategies
  • A second opinion on current financial planning and investments
  • Cash flow spending
  • College Funding Advice
  • Financial Checkups
  • Life and Disability Insurance Needs Analysis
  • Long Term Health Care Analysis
Estate Planning:
  • Minimizing Probate expenses, delays and publicity
  • Assist with establishing Living Trust, Irrevocable Trust
  • Assist with establishing Durable Powers of Attorney - Medical and General
  • Reduction or elimination of estate taxes
  • Assuring proper management of family assets
  • Evaluating proper manner of holding title to property
  • Pre and Post-Death planning and tax work
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"One or more individuals are securities licensed through Sigma Financial Corporation, a registered broker/dealer, member FINRA and SIPCwww.sipc.org. All life insurance agents are directly licensed by the State of Michigan as resident Life and Variable contracts agents, and any other state as needed."