Heritage Management Agencies

Founded in 1879, the Principal Financial Group is one of the leading financial companies in the world. It serves customers around the globe from offices in Asia, Australia, Europe, Latin America and the United States. The company offers businesses, individuals and institutional clients a wide range of financial products and services. These are available in the categories of retirement solutions, life/health insurance, wellness programs as well as investment and banking products. It includes nonqualified deferred compensation plans, group annuities and integrated wellness programs, among others.

When you are facing accounting troubles, the right professionals can make all the difference. From retirement planning to investments, well help you build the right foundation for you.

Lotus Financial Partners, located in Monroe, MI, specializes in providing financial planning and tax preparation services. They focus on helping clients identify and implement their core values and specific goals through strategic action plans and continual progress evaluation. The firm emphasizes a personalized approach to financial management, encouraging clients to explore potential value in working together for their financial growth. As an independent entity, Lotus Financial Partners collaborates with Sigma Financial Corporation and Sigma Planning Corporation for additional financial services, ensuring a comprehensive offering for their clients. Generated from the website