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Every individual client is guided through the copyrighted financial planning process we call The Cygnet Process™ by a salaried financial advisor; not a commission salesperson. The centerpiece of this process is a cash flow projection model which helps the client account for their pre and post retirement cash flow in an easy to understand and fully transparent manner. Find out more about how we can help individual investors.
Whether your organization needs a retirement plan, group benefits, supplemental insurance programs, employee education or financial planning, our independence and commitment to a fiduciary standard of care assures that you and your employees get the best value for your dollars. Find out more about how we can help business and group clients.