SAGE FUTURE FINANCIAL
We are known for our expertise and our excellent service. Our service is “old school” in the nicest possible way.
Fee Only, Fiduciary, and Independent
We charge a fee for a full-year of extensive 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.
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 are not affiliated with any broker-dealer. This eliminates conflicts of interest and allows us to recommend what is truly best for our clients.
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.
Services include investment management, retirement planning, tax planning, estate planning, college funding strategies, legacy planning, and much more.
Although it sounds like a cliche, we go “beyond the dollars” and help our clients use their money to create a happier lifestyle. This added value sets us apart from stock brokers and other financial advisors and our clients benefit. Our typical client is within 10 years of retirement or is retired. They may have several million dollars but they have middle-income values. They value integrity, good service, and transparency regarding fees. Due to our desire to maintain our high level of service, we limit the number of clients we serve. We typically accept four or five new clients per year.
To learn more about Sage Future, please click on the About Us and Services tab at the top of this page. Also, please contact Donna Skeels Cygan at firstname.lastname@example.org or 505-298-4040 with any questions you may have.
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