Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.
Who We Serve
Our process for helping people achieve a state of Financial Wellness began in the 1980s. That was a time when most financial institutions discovered the power of using financial planning as a tool for selling insurance and investments.
Our approach was to take the “sales angle” out of the equation and build an educational, consumer-directed process to deliver a high quality level of planning and attention to detail to help all individuals regardless of how much money they made, how much they had in savings or their personal circumstances. Along the way we recognized that the prominent financial issues (retirement, investing, estate planning, insurance) were relevant to all people.
We serve the following groups:
By pursuing economies of scale, we were able to modify our one-on-one, experiential planning process for use as a workshop to a group (10 to 30 planning units). By further applying the concept of mass customization, we have been able to successfully deliver customized workshops to thousands of employees of various organizations since 1989.
Our non-elitist, transparent approach today is called the Fiduciary Standard of Care.
Testimonials