Donna Skeels Cygan / Financial Advisor in Albuquerque, New Mexico

I have been a fee-only financial advisor for 15 years. I offer extensive service and expertise to a select group of clients. The minimum investment assets is $1,000,000. I only accept 2 clients per year so that each client will continue receiving great service. Services include investment management, tax planning, retirement projections, estate planning, and insurance advice. I focus on helping my clients achieve their goals.

Specialties

CFP ® Charitable Planning College Planning Comprehensive Financial Planning Estate Planning Family Financial Planning Fee Only Fiduciary Investment Services Legacy Planning MBA Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Sustainability Wealth Management Women's Issues Young Investors
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