Lotus Financial Services
Financial Services/Financial Advisors
Lotus Financial Services was established in 1990. Gary saw a need in the community to educate people about planning for their financial future, and as a math teacher, it was a perfect fit. He designed a high school math class around home finances, budgeting, and financial planning for the future. It was a very useful and popular class for high school seniors. The concept expanded into a full time business with a commitment to personal, professional service.
Gary is licensed to sell Investments and annuities through Sigma Financial Corporation in Ann Arbor, MI. All securities transactions are overseen by the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation (FINRA/SIPC). These agencies protect clients from unscrupulous brokers.
In addition to financial planning, investments, and insurance, we offer professional income tax preparation and consultation, electronic filing and payment, refund anticipation loans - preparation fees deducted from refund with refund anticipation loan.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.