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 suitable 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 prudent 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. 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 advisors that I have worked with. These professionals are independent and not affiliated with me or Sigma Financial Corp. or Sigma Planning Corp.