Services

Individual Investors

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 financial cash flow projection model (the Financial Lifestyle Analysis™) which helps the client account for their pre and post retirement cash flow in an easy to understand and fully transparent manner. Once a client has reviewed their FLA and tested different retirement scenarios, they will be in a position to identify areas of concern that need to be addressed and assign priorities to these concerns. Find out more about our services for individual investors.

Business & Group Clients

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 our services for businesses and group clients.