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Movetomonroe Homemove
Last Updated: Nov 14, 2024
Lotus Financial ServicesLotus 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.
We Offer
We offer professional income tax preparation and consultation, electronic filing and payment, refund anticipation loans - preparation fees deducted from refund with refund anticipation loan.
Some of the companies we represent are listed below, however we have many other companies that we represent.
Prudential, Jackson National and Allianz for life insurance and annuity products.
United Health Care/Golden Rule, Blue Cross/Blue Shield, and Assurant Health are some of the companies we write health insurance policies for.
American Funds, Franklin Templeton Funds and Investco are some of the companies we use for Traditional IRAs, Roth IRAs, Rollover IRAs, 401(k) and 403(b) and Simplified Employee Pension Plans.
Insurance coverage for home, auto, business and umbrella insurance is offered through Nationwide Insurance.
Our Principle
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. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (734) 457-3700.
