Financial Consultant
CurrentAs a Financial Consultant with Sigma Financial Corporation, I help clients put solutions in place for wealth management, income planning, and retirement. What does that mean for my clients? It means I'm responsible for helping clients understand their long-term plans for financial security. Taking complex investment strategies and making them easier to understand and make decisions on allows my clients to be fully involved in their wealth management planning. This includes areas such as:- Income Planning- Retirement Plannig- IRAs- 401(k)- Charitable Giving- Asset Protection- Wealth Creation, Management, and Preservation- Trust Documents- Financial ReportingSince 1983, Sigma Financial Corporation has led clients to financial freedom, living up to our motto, “Financial planning today for financial freedom tomorrow.” Today, Sigma Financial Corporation stands out as one of Michigan’s premier independent broker/dealers.