ABOUT CIG SERVICES INSIGHTS TEAM CAREERS CONTACT CLIENT EXPERIENCE ASSET MANAGEMENT ALTERNATIVE INVESTMENTS CLIENT EXPERIENCE Completion of a Financial Needs Analysis (FNA) Assessment and commitment to develop Financial Plan Scheduling of Data Gathering (DG) Meeting Provide CIG Wealth Organizer Validation of all information extracted during FNA & in CIG Wealth Organizer Receive Client Documentation Estate Planning Documents Tax Returns Investment Statements Liability Documentation Insurance policies Analysis by CIG Wealth Management Team Wealth Management team analyzes Client data and Refines Client Objectives Develop initial Client Wealth Plan – including (as applicable): Current Investment Portfolio Retirement Planning Risk Management Analysis (Life, Disability & Long Term Care) Tax Analysis & Planning Estate Analysis, Planning & Wealth Structuring Business Succession and Option Analysis Legacy and Charitable Giving Initial Development of Strategies and Solutions Roundtable discussion with CIG Wealth Management, Asset Management and Executive Team which provides a true vetting process to confirm all recommendations are in the best interest of the Client and reflects our best ideas and philosophies to meet Client goals and objectives Scheduling of Strategy & Implementation (S&I) Meeting Presentation of Client Wealth Plan Discussion, prioritization and approval of strategic recommendations Execution of Investment Policy Statement (IPS) as applicable Execution of Investment Advisory Agreement (if appropriate) Completion of all new account documentation Execution of account transfer request authorizations Coordination of asset/account transfers Timelines established for reallocation of assets to align with IPS Initial meeting with Client post-implementation meeting Review Action Items completed and outstanding: Review Client Statement Education and Implementation of Online Accessibility and tools/resources available Determine on-going meeting schedule (e.g. semi-annual CIG Wealth Manager & Asset Management conducts ongoing review of action items to ensure alignment with IPS, goals and objectives Ongoing team validation of strategy and solutions Investment Committee meet bi-weekly to review Capital Markets and Client portfolios for opportunities to protect and enhance wealth Schedule Performance Review/Planning/Client Meeting Ongoing regularly scheduled client meeting Provide portfolio review reports; Assess progress to plan and make adjustments as needed; Schedule next meeting as agreed Schedule a complimentary call to discuss your specific wealth management needs today SCHEDULE TODAY MARTIN SWIECKI Senior Wealth Manager Wealth Management Phone: 248.827.1010 MSwiecki@CIGCapitalAdvisors.com WORK WITH US GET STARTED QUICK LINKS Home About CIG Business Advisory Services Wealth Management Services Contact SOCIAL LinkedIn CONTACT 1000 Town Center Suite 2500 Southfield, MI 48075 248.827.1010 Securities Offered Through CIG Securities, Inc., Member FINRA/SIPC. Investment Advisory Services Available Through CIG Asset Management, Inc., a SEC Registered Investment Adviser. Insurance Services Provided by CIG Risk Management, Inc. All Are Wholly Owned Subsidiaries of CIG Capital Advisors, Inc. "Elevate Your Success" and "Plan to Succeed" are registered trademarks of CIG Capital Advisors. All rights reserved. Please read the Terms of Use and Disclosures. Click here for CIG Asset Management Form CRS or CIG Securities Form CRS. Check the background of CIG Securities, Inc. or any of its Investment Professionals on FINRA’S BrokerCheck site at: http://brokercheck.finra.org/ © 2021 CIG Capital Advisors, Inc. All rights reserved.