ABOUT OUR FIRM – Not losing money is the most important strategy
My firm was founded with the intention of helping average Americans in every aspect of financial planning, from income strategies to estate optimization. Today, I work closely with each and every one of my clients to help them achieve their personal and business goals, to give them the peace of mind they deserve.
Using a network of experienced specialists, I promote a hands on approach to service. While I’m sure you’ll find our team members extremely knowledgeable, it is my hope you come to discover I truly care about making your dreams a reality.
- Avoid large losses - use the "5%-10% Rule"
- Minimize fees
- Significantly reduce volatility
- Earn a reasonable return rate
- Manage taxation
- Generate "Certain Income" from your assets that will last for as long as you live, not "Maybe Income" that could end at any time
- Have a Written Retirement Income Plan
If you have any questions about your current financial situation or wish to schedule an appointment with me, send me an e-mail or give me a call using the contact page here.
In financial services since 1981, I decided to become fully independent in 1996. It is important to me to be able to represent more than one company. Effective 1/1/2007 I formed my own Oregon Registered Investment Adviser firm, now named “Duell Wealth Preservation”. This is so I can offer fee-only services and true no-load investment products whenever possible. Please be sure to read my contract, fee schedule and disclaimers in Links. I strive to offer the best available insurance products in Oregon, California & Washington.
Our company is based on helping clients make better, wiser, more effective financial decisions. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at: 503-698-4812.