Investment and Financial Planning for Individuals and Families
Every family needs a roadmap for its financial future. Whether single, married, divorced or widowed, the complex and sensitive needs of clients are areas of great concern. Our firm specializes in individuals and families who want a thoughtful approach to wealth management.
We understand that every family is unique and views money differently. We want to understand what money means to you without judgement. We work with you to quantify how to achieve and maintain financial independence. Our team of experienced portfolio managers will also assist you in developing funding strategies to preserve, expand, and transfer multigenerational assets.
Money can be a very difficult topic to talk about with family members. At Sigma Investment Counselors, we understand that no two families are the same, and we work with you to create a family investment plan that works for you, your family and their needs.
The investment counselors at our Michigan, Ohio, and Florida offices work with you and help answer common questions like:
“Does Mom/Dad have enough to last through retirement?”
“My son or daughter is asking for a loan, can I afford to help them?”
“Will there be enough money left when I’m gone to take care of my special needs child?”
“How do I make sure my children are prepared to step in and manage things, if I’m no longer able to?”
Contact Sigma Investment Counselors if you are interested in learning more about creating a family investment plan.