Sage Future Financial, LLC
I have been a fee-only financial advisor for 19 years.
Sage Future Financial provides customized financial planning services. I limit the firm to 40 clients so each client will receive extensive service. I accept 2-3 new clients each year. The minimum investment size is $800,000.
I have been honored to be on many lists of the top financial advisors in the US. Many of my clients have been with me for over 15 years. I serve my clients as a fiduciary, and I take the responsibility very seriously. My clients trust me to give them expert financial advice at all times. As a fee-only financial planner, I do not sell any products, and I do not earn any commissions.
My services include investment management, retirement planning, legacy planning, estate planning, tax planning, insurance advice, and college funding. I work with each of my clients to help them achieve their financial and personal goals. If you have any questions, please call me.