Our Financial Planning Philosophy For Wealth Transition
We believe in comprehensive, personalized wealth transition planning that integrates all aspects of your financial life to help you achieve your legacy goals.
Fee-Only Fiduciary
As Fee-Only financial planners, we work for you. Our fiduciary obligation is to work solely in your best interests with no commissions or sales pitch.
Comprehensive Planning
We'll make sure all the pieces of your financial life fit together - estate planning, retirement, real estate, and wealth transfer strategies.
We Walk Our Talk
We're wealth transition planning experts, financial planners, and estate planning specialists. Because we understand both wealth management and estate planning, we can help you put it all together.
Our Approach to Real Estate and Financial Planning
Our philosophy extends to how we approach real estate services for financial planners. We believe that real estate decisions should always align with your clients' comprehensive financial plans, tax strategies, and wealth transition goals. Every recommendation we make considers the broader financial picture, ensuring that real estate transactions support rather than complicate your financial planning objectives.
Client-Centered Approach
We put your clients' best interests first, always. As a fiduciary advisor, Dr. Duffy is legally obligated to act in your clients' best interests, ensuring that every real estate recommendation supports their financial goals and long-term success.
Collaborative Partnership
We work as your partner, not a replacement. Our real estate services are designed to complement your financial planning practice, enhancing your value proposition while maintaining your role as the primary advisor.