The Cygnet Process

All of Cygnet’s clients benefit from access to The Cygnet Process™ which Ted Lakkides, CFP® developed over 25 years ago and has been refining ever since.

The Cygnet Process™ is a fully transparent, systematic, and consultative approach to financial planning that helps us control quality and maintain objectivity in every financial plan we help people build and the recommendations we make.

This methodical process assures that everybody receives the same high quality advice and service regardless of which Financial Wellness Center they visit or which Personal Financial Advisor they work with.

Multiple Advisor Team

A key element in our quality control processes is an arrangment we call the Multiple Advisor Team. The Multiple Advisor Team is made up of professionals with expertise in the various areas of investments, insurance, financial planning, accounting, pension plans, and the law.

With this approach, your Cygnet advisor has access to a full range of resources and doesn’t have to try and be a "know-it-all".

Contact Us

4139 W Walton Blvd.
Suite D
Waterford, MI 48329
Phone: (248) 673-2900
Fax: (248) 673-5312

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© Copyright 2018 Cygnet Financial Freedom House Consulting, Inc. All Rights Reserved.

Cygnet Financial Freedom House is an independent Registered Investment Advisor (RIA) with the States of Michigan and Pennsylvania. Cygnet utilizes TD Ameritrade as an independent and unaffiliated custodian for client accounts. Securities offered through Triad Advisors, Inc., Member FINRA/SIPC.