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The concept of the traditional retirement has changed, and retirement planning must change with it. Today, people are living longer and they need to plan for that additional time.
At Duell Financial Strategies, we’ll help you develop a financial strategy with the potential to last 30 years and helps to mitigate unexpected investment loss. Our goal is to help you create a plan that allows for long-term growth and can guarantee income throughout your retirement.
Time doesn’t stand still, and neither does money
The sooner you start investing, the more time you have to grow your wealth, but remember as you age, you will want to move to more conservative strategies.
We can help you determine what options work best for your portfolio and how you can protect your wealth through retirement asset diversity.
Creating a plan for distribution of your assets after you are gone will save your loved ones time and possibly heartache. An estate plan ensures that your wishes are fulfilled.
Duell Financial Strategies will work with you to navigate the complex process of estate planning by helping you decide on the correct method and implementation. We’ll even help you with the constantly changing tax laws, protecting your wishes, and ensuring your assets are transferred safely.
Crafting a charitable gift plan may provide you with multiple tax breaks such as: an income tax deduction, the avoidance of capital gains on highly appreciated assets, and no estate taxes on charitable contributions upon your death. With an expected tax increase in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
Sign up to receive our complimentary Retirement Lifestyle Review, a comprehensive and custom analysis of your portfolio.
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Duell Financial Strategies’ Business Continuity Planning Duell Financial Strategies has developed a Disaster Recovery/Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
Contacting Us – If after a significant business disruption, you cannot contact us as you usually do at (920) 832-3720, you should go to our website at www.duellstrategies.com.
Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.
Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a two (2) hour time period. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within a 24 hour time period. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through our website www.duellstrategies.com on how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
For more information – If you have questions about our business continuity planning, you can contact us (920) 832-3720.
