Duell Wealth Preservation is an Oregon Registered Investment Adviser firm so the information contained herein applies only to Oregon residents.
Your long-term prosperity (without too much short term self-denial!) is my objective. My clients receive the highest level of personal service and professional support that I can provide. A good start is finding out how money affects other areas of your life. Please take a moment to find out your Wealth Index. I partner with many other companies and professionals, the most important of which is Wealth Financial Group, in Chicago. They administer the free Wealth Index questionnaire. Better hurry. They tell me it is going away this year.
With over 35 years in the insurance and financial services industry, I have the knowledge and experience to provide you with honest, straightforward insurance and financial management advice you can trust. As a legal fiduciary I am held to the highest ethical standard: your interests must come before my own or my firm’s.
My financial consultative services are fee-only. I do not accept commissions or incentives from investment or brokerage firms when making recommendations to you. In this way, you are assured that I have only your interests and goals driving my recommendations. In addition, since implementing your financial plan often involves insurance company products- and commissions -I refund any and all fees to the extent I receive commissions. The fact is, sometimes the best options involve compensation to me. Wouldn’t you rather have someone else pay your fee for you? This results in the lowest costs to you.
I invite you to use the Contact tools on the top menu bar to ask any questions or schedule a planning demonstration. Let me know, too, if there is any other information or service you’d like to see on this site.Continue Reading >>