CLIENT – CENTERED FEE-BASED ADVICE
Six-Sigma Wealth Advisors is a fee-based investment management firm located in Scottsdale, Arizona, specializing in proactive investment advisory services
- Asset Protection
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As an independent financial advisory firm, we have access to many different strategies so you can receive investment management tailored exclusively for you.
A full explanation of our fee structure is contained in our ADV Brochure Part 2A, available here.
INSURANCE SERVICES
As part of our full-service focus, some individuals associated with Six Sigma Wealth Advisors maintain active insurance licenses in the areas of life, health, disability, and long – term care. This means they can offer commission-based insurance products to individuals and groups seeking solutions to meet insurance, estate planning, and retirement planning goals /challenges.
As licensed insurance agents, representatives of Six Sigma have the ability to offer commission-based insurance products subsumed inside the areas specified above which have an investment component, such as Fixed Index Annuities.
No representative of Six Sigma currently offers Fixed Index Annuities. However, if a duly licensed representative of Six Sigma – or any competitive Advisor – should proffer a Fixed Index Annuity as an investment option, you should be aware that such products are not considered securities, and should be compared with our fee-based services, with particular regard both to the ability of the product to meet your investment objectives and/or costs to you.
If any representative of Six Sigma should offer you the option to invest in a fixed index annuity, full disclosures regarding fee-based alternatives – including fully transparent cost comparisons – will be provided by us to you. If fixed index annuities are offered to you by others, the same disclosures should be provided.