The Cygnet Story

Soon after entering the financial services industry in 1979 with a large well known insurance company, Ted Lakkides, CFP® (Cygnet's founder) quickly became disillusioned with how financial planning was being used as a platform to sell life insurance.

Uncomfortable with these tactics and believing that clients deserved better, Mr. Lakkides established Cygnet Financial Planning, Inc. in 1982 and incorporated the firm a year later.

We Were Fiduciary Before It Was Cool

From day one, Cygnet’s mission has been to provide truly independent and objective advice so that anybody, regardless of their age, status, wealth, education or income, can make sound financial decisions.

With an emphasis on truly helping and educating people, and by avoiding high pressure sales tactics and gimmicks, Cygnet has built a reputation of trust and a client focused approach which has served both Cygnet and our clients for nearly 30 years.

The Next 30 Years

Mr. Lakkides’ son Brian (a noted and published fiduciary expert) joined the firm in 1992. Together, Brian and Ted have been working to take client service to the next level and assure that Cygnet stays true to its consultative approach and fiduciary philosophy for another 30 years.

Contact Us

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

Now that you know our story, tell us yours. We're always open to receiving questions, feedback, and suggestions. Please use one of the resources below to contact us.

© 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.