Services
How We Work
While developing a customized financial program, Symmetra Advisors will work with you to establish and/or increase your knowledge and understanding of the investment products and services which may best meet your financial needs and goals. Our advisors' understanding of current and historical market conditions and insight into investment philosophies enables us to offer clear, concise and balanced analysis and advice, and allows you make sound financial decisions you can feel confident about.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We will help you execute a sound and balanced financial program utilizing many of the following ideas:
- Professional Money Management
- Investment Recommendations for your 401(k) 403(b) or other retirement plan
- Assistance with College Savings Plans
- Pre-Retirement Investment Planning
- Managing Money during Retirement including Retirement Plan Distributions or Distributions due to a job change, job loss or early retirement
- Income designed to last your lifetime
- Assistance with estate and tax planning issues
- Long Term Care and other Insurance related needs
- Tax management
- Independant Trust Asset Management (including APTs)
Sigma Financial Corpioration and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@symmetraadvisors.com | (616) 994-3353