The Cygnet Process™

A key benefit that Cygnet’s clients receive is access to The Cygnet Process™ which Mr. Lakkides developed over 25 years ago and has been refining ever since. The Cygnet Process™ is a fully transparent step by step approach to financial planning that helps us maintain control quality and objectivity in every financial plan we help people build and recommendation we make. This 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.

A key element in our quality control processes is something we call the Multiple Advisor Team. The Multiple Advisor Team is made up of professionals with expertise in the different areas of investments, insurance and planning. By using 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”.