We are full-time fiduciaries to our clients and we are fee-only
We always (yes, always) put our clients interest first. Very few people in the financial industry are a fiduciary. Some are a fiduciary only when discussing retirement plans. You deserve a full-time fiduciary (and a financial advisor) that you can trust.
We charge a fee for a full-year of customized service. No commissions. No hidden fees. We do not sell annuities or insurance. We believe strongly in keeping expenses in investment accounts very low. Our clients appreciate the transparency in our fees.
Donna Skeels Cygan, CFP, MBA Honored many times as one of the top financial advisors in the US Has owned a fee-only financial planning firm in New Mexico for 20 years. Sage Future Financial serves clients across the U.S.