Client Testimonials & Reviews

"Working with Dr. Duffy has been transformative for my practice. Her expertise in empty nester transitions has helped me provide comprehensive solutions to my clients. The coordination between financial planning and real estate strategy is seamless."

"Dr. Duffy helped us navigate the complex process of downsizing from our family home to a 55+ community. Her attention to detail and understanding of our financial goals made the transition smooth and stress-free. Highly recommend!"

"The partnership program with Wealth Transition Planning has added significant value to my services. My clients appreciate the integrated approach to wealth transition, and I appreciate having a trusted expert to refer them to."

"We were overwhelmed with the idea of transitioning our wealth and real estate holdings. Dr. Duffy provided clear guidance and helped us make informed decisions that aligned with our estate planning goals. Professional, knowledgeable, and trustworthy."

"The 55+ community planning service exceeded our expectations. Dr. Duffy understood our lifestyle goals and financial constraints, helping us find the perfect community that fit both. The entire process was handled with care and expertise."

"As a CFP, I need partners I can trust with my clients' real estate transitions. Dr. Duffy's fiduciary approach and deep understanding of financial planning make her an invaluable resource. The partnership has been a game-changer."