Your Retirement hosted by Sam Duell
9:00-10:00 am CST Every Saturday
On AM1360 WTAQ or 97.5FM WTAQ
Listen live on www.wtaq.com
Click here for past recordings!
Our mission is to create sound retirement plans that focus on the preservation and conservation of our clients' principal in changing economic conditions. Our primary focus is establishing and maintaining plans that provide for a reliable source of income while giving people the opportunity to experience reasonable returns if the opportunities present themselves. We are in the “preservation and income” business - not the “risk” business. To use a baseball analogy, we believe that hitting singles and doubles without focusing on hitting one out of the park will reward our clients year after year while giving them confidence in all economic conditions.
Sam Duell
Owner & Lead Investment Advisor Representative
Sam Duell is the owner and lead investment advisor representative at Duell Financial Strategies. He has 10 years' experience in the insurance, annuity & investment advisory industry. Sam offers a unique perspective regarding many individuals' retirement concerns having been a business owner and employer for many years. He has never believed in the one size fits all mentality that permeates the financial services industry today. He has found that practice to be at best inappropriate and at worst dangerous to financial planning consumers today who are preparing for retirement.
From the first day that Sam opened his business he has remained an independent advisor. Sam is not beholden to any outside company. He is free to pick and choose the companies, products and strategies that best fit his client’s needs. That allows him to focus his allegiance and his fiduciary responsibility on you … the client.
Justin Duell
Tax Professional
Justin has an Associate's Degree from the University of Wisconsin Fox Valley. He is a veteran of the United States Army and served nine months in Operation Iraqi Freedom. Justin is a graduate of the National Tax Training School, the Nation's foremost specialized Tax-Training Institute. He processes and prepares several hundred tax returns every year for Duell Financial Strategies clients. He has firsthand experience in what a crucial role financial planning and tax planning have in peoples lives. Justin is also Life and Health licensed in the state of Wisconsin. When he is not busy helping people with their tax questions, his responsibilities also include website administration and day-to-day office activities.
John Wage
Asset Transfer Specialist
John assists with the day-to-day operations in our administrative office and prepares proposals and presentations of various data for our clients. He represents our clients' interest to numerous established companies, finding the best fit for their financial needs and processing all administrative documents to ensure that the process flows smoothly.
Jack
Office Mascot
Jack is a loveable and smart yellow lab that Justin rescued from the Chilton Humane Society. Jack and his mother had been found on the streets of Chilton. At that time, Jack had suffered a broken rear leg. He had been abused and neglected, but despite that beginning in life, he overflows with love and affection for everyone who walks through the door at Duell Financial Strategies - particularly if you happen to bring him treats! He will be more than happy to perform all of his tricks for you and show you what a smart dog he is!
To schedule a time to discuss your financial future or to just come in and meet Jack, contact us at info@duellstrategies.com or call us at (920) 832-3720 or toll-free at (866) 203-7486 today!
