Phone: (505) 298-4040 | Fax: (505) 298-8080

SAGE FUTURE FINANCIAL

Expert, Customized Financial Planning
and Investment Management

Fiduciary and Fee-Only

Fiduciary

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.

Fee-Only

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.

Everything we do is focused on helping our clients achieve their personal and financial goals.

Services include investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning.

Sage Future Financial, LLC is known for providing extensive, customized service for each client. Due to our desire to maintain our high level of service, we have chosen to limit the number of clients we serve. We typically accept two or three 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 dscygan@sagefuture.com or 505-298-4040 with any questions you may have.

Invest in Joy: 8 Happiness Strategies

Invest in Joy: 8 Happiness Strategies

Psychology research tells us we each control roughly 40 percent of our happiness. The way we can become happier is through our choices, behavior, and attitude. In my research and through my work with many clients, I have discovered eight strategies that can make you happier. Download the free ebook now!

Donna Skeels Cygan’s book The Joy of Financial Security.

Please visit The Joy of Financial Security’s website by clicking on the button below.The Joy of Financial Security
Book Website

 

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