About Us
I say about us because this is truly about us. We work together - you and me - to develop a plan to meet your goals. We form a partnership designed to get you, your business, your family to the place you want to be. We use insurance and investment products that help us get you to that place. We review and update your plan as necessary since goals and life change. You, your family, your business are unique. And our work together will reflect that.
About Me
Yes, you need to know something about me. I've been in the financial services industry since 1991, providing help to many small businesses and families over the years. There are a lot of insurance and investment products on the market today and it's my job to help you find the right products to meet your goals. I consider you to be your most important asset. So I focus on you, your family and your employees with the proper insurance products and using appropriate investments to help you reach the place you want to be. I am paid by both fees and commissions, depending on the products we use. You will always know how I am compensated and can feel comfortable in knowing that how I am compensated has no bearing on my recommendations. As an Investment Advisor Representative I am required to do what is best for you and my compensation does not factor into my recommendations.
I am available to work with your legal and tax advisors as they are very important to the success of any plan you develop. I can also provide you referrals to trusted advisors that I have worked with. These professionals are independent and not affiliated with me or Sigma Financial or Sigma Planning Corp.
Welcome to the Web Site. I've tried to provide you with a basic understanding of some subjects I focus on. If I can be of any help in answering questions you may have I invite you to contact me. Just click on the Contact Me link and choose your preferred method. Thanks, Mike