Donna Skeels Cygan (CFP®, MBA)

Donna Skeels Cygan focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

I have been providing fee-only financial and investment advice for 19 years. I love working with my clients, and I serve them as a fiduciary.

 

I owned Essential Financial Planning, Inc. for 10 years, and sold it in December of 2007 to devote more time to my family. Between 1998 and 2007 it grew very quickly. After working for the buyer throughout 2008 and then honoring a non-compete clause during 2009, I launched Sage Future Financial, LLC in early 2010. 

 

Sage Future provides the same extensive service I have always provided, but I have intentionally limited the number of clients to 40.  My focus is on providing personalized service rather than on building a larger firm. 

 

Keeping the new firm small requires that I often turn potential clients away, but my pledge is to answer questions for anyone who calls.  I welcome your call.  I plan to accept 2-3 new clients each year, and the minimum investment asset of my clients is $1 million.

 

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. I also often provide service to the adult children and grandchildren of my clients. Many of my clients have been with me over 15 years. They appreciate my extensive service and the way I manage their investments. I believe an investment portfolio can grow very nicely without excessive risk.

NAPFA Start Date

October 18, 1999

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This Office

4800 Juan Tabo Blvd NE Ste D Albuquerque, NM 87111-2627 Phone: (505) 298-4040 Fax: (505) 298-8080