Our open architecture platform, through Sigma Financial Corporation and Sigma Planning Corporation, provides us access to wide variety of non-proprietary and unique products to meet your specific needs and goals. At Upstream Investment Partners / Jett & Associates, we strongly believe that having diversified choices is an essential part of the financial planning and investment process and we are proud to offer the following products:

Insurance Protection
  • Variable Universal Life (VUL)
  • Personal liability umbrella insurance 
  • Universal life insurance
  • Disability income insurance 
  • Term life insurance
  • Health insurance with health savings
  • Whole life insurance
  • Medicare supplement 
  • Long-term care insurance
  • Chronic-care riders on permanent insurance
Cash Management
  • Savings accounts
  • Debit Cards
  • Cash management accounts
  • Certificates of deposit
  • Checking accounts
  • Money market mutual funds
  • Margin accounts
Retirement Plans and Tax Strategies
  • Individual Retirement Account (IRAs)
  • Profit sharing plans
  • Roth IRA’s
  • Defined benefit plans
  • Roth IRAs
  • Inherited IRA’s
  • Employee Stock Ownership Plans (ESOP)
  • 403(b)s
  • 401(k)s
  • SEP IRAs
  • Living transfers (gifting)
  • SIMPLE IRAs
  • Personal trust services
  • Estate and legacy planning strategies
Investment Options
  • Stocks
  • Real Estate Investment Trusts (REITs)
  • Bonds (corporate, gov’t & muni)
  • Options
  • Margin
  • Mutual funds
  • Managed accounts
  • Structured products
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Business Development Companies (BDCs)
  • Variable annuities
  • 529 Plans
  • Coverdell education accounts

Our open architecture platform, through Sigma Financial Corporation and Sigma Planning Corporation, provides us access to wide variety of non-proprietary and unique products to meet your specific needs and goals. At Upstream Investment Partners / Jett & Associates, we strongly believe that having diversified choices is an essential part of the financial planning and investment process and we are proud to offer the following products:

Insurance Protection
  • Variable Universal Life (VUL)
  • Personal liability umbrella insurance 
  • Universal life insurance
  • Disability income insurance 
  • Term life insurance
  • Health insurance with health savings
  • Whole life insurance
  • Medicare supplement 
  • Long-term care insurance
  • Chronic-care riders on permanent insurance

'' You can tell your money where to go or you can wonder where it went! ''

~ Dave Ramsey
Cash Management
  • Savings accounts
  • Debit Cards
  • Cash management accounts
  • Certificates of deposit
  • Checking accounts
  • Money market mutual funds
  • Margin accounts
Retirement Plans and Tax Strategies
  • Individual Retirement Account (IRAs)
  • Profit sharing plans
  • Roth IRA’s
  • Defined benefit plans
  • Roth IRAs
  • Inherited IRA’s
  • Employee Stock Ownership Plans (ESOP)
  • 403(b)s
  • 401(k)s
  • SEP IRAs
  • Living transfers (gifting)
  • SIMPLE IRAs
  • Personal trust services
  • Estate and legacy planning strategies
Investment Options
  • Stocks
  • Real Estate Investment Trusts (REITs)
  • Bonds (corporate, gov’t & muni)
  • Options
  • Margin
  • Mutual funds
  • Managed accounts
  • Structured products
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Business Development Companies (BDCs)
  • Variable annuities
  • 529 Plans
  • Coverdell education accounts