Sage Future Financial Clients
Most of our clients are between the ages of 40 and 75. They are very responsible with their money, and our typical client has between $1 million and $5 million in investment assets. They are interested in protecting and growing their assets. Although they are wealthy by most standards, they have middle-income values.
We have 40 clients. Many of these clients were former clients from Essential Financial Planning. Donna Skeels Cygan greatly appreciates the loyalty of her clients, and has worked with many of the clients for over 10 years. However, she also enjoys working with new clients, which is why she has designed her business plan to accept four or five new clients each year.