Sigma Financial specializes in providing personal financial advice (financial planning) for high-level executives at major U.S. corporations, private equity partners, and retirees from such positions. Sigma's financial planning covers all aspects of a client’s financial situation, including insurance, estate planning, tax planning, investments, education funding, debt management, and company benefits. Sigma does not offer investments or sell insurance.
Fee Structure
Sigma Financial provides consulting services under an annual fee arrangement. The fee covers all services provided, including ongoing contact, financial asset statements, income tax and withholding projections, and retirement planning. The fee is an open service commitment for the contract period.