Our Firm

We are an Independent Financial Advisory firm offering securities through SIGMA Financial Corporation - a full-service, independent broker dealer located at 300 Parkland Plaza, Ann Arbor, MI. Our branch office is located at 207 S. Mitchell St., Unit D in downtown Cadillac, MI.

We focus on helping small business owners as well as individuals close to retirement, or those already in retirement, to map out customized retirement plans that are tailored to fit each person's individual needs. We also offer comprehensive retirement plans that take into account the effects of taxes, inflation, social security benefits, and special needs on your current retirement assets.

With over 30 years of experience, we research to find the companies and financial products to satisfy your needs. We also monitor your retirement assets and make appropriate adjustments as needed to keep you on track.

We provide Retirement, Estate, and Financial Planning, Medicare Asset Protection Planning for individuals as well as Life, Health, Long Term Care, and Medicare Supplemental Insurance.

For business owners, we offer 401k plans, SEP and SIMPLE IRA's, Group Health, Business Continuation and Key Person planning along with Individual 401k's and Roth IRAs and 401k's.

We welcome your business and will work diligently to keep your trust and confidence. Thanks again for your interest and consideration!

David L. Vickery, AIF®
Independent Agent & Registered Representative