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WILL DUFFY, ChFC

My passion is to equip people with the insights to make the most of their money.  I strive to help my clients realize that the life they desire can be in reach and to help them see the different areas that can brutalize financial health – like overpaying taxes.  Through my journey as a financial advisor, I have taken pride in helping people retire that didn’t know they could, helping executives save money on taxes and putting young people on the path of becoming wealthy. I get total joy out of helping individuals like you learn the whole truth about how wealth really works and getting you started on the path to financial freedom. Remember, the truth will set you free.

After graduating high school in Denver, Colorado, Will Duffy attended The Ohio State University. Will Duffy received his financial services education at The American College of Financial Services and has been educating clients on the truth of how wealth really works for 7 years. Will Duffy has been personally trained by CPA Ed Slott, America’s IRA expert. And Will is proud to be a member of Ed Slott’s Elite IRA Advisor Group. Will Duffy also enjoys the recognition of some of the top names in the financial services industry.

Contact Will Duffy

JUDY CARLSON, CPA

My passion is to educate and empower people to reap the fruits of their hard-earned money. I endeavor to help my clients learn the truth about how money really works, so they can make wise and informed decisions both during their accumulation years and their distribution years. I start with the end in mind. Assisting my clients discover their exit strategy (how to get money out of accumulated assets) is a game-changer. I believe taxes are the biggest obstacle to creating wealth. I equip individuals with powerful knowledge so they learn how to keep and enjoy what they have earned.

After graduating from the University of Minnesota with an Accounting Degree and earning her CPA license, Judy worked in the financial services industry. As a CPA, she saw people losing tens of thousands, if not hundreds of thousands, of dollars in taxes. Judy was also a homeschool mom, with a love for education. Combining her passions for finance and education, Judy is uniquely gifted to teach her clients of all ages the truth about money and wealth.

Contact Judy Carlson

Do you feel like you’ve lost control of your hard-earned savings?

Have you been kept in the dark about how wealth building really works? Isn’t it finally time someone showed you the truth about how wealth really works? Knowledge is power. The truth will set you free. This is not a game of chance, unless you choose it to be. Take control of your financial plan NOW.

Wall Street Alternatives

If you have been ingrained like most Americans into thinking putting your money into Wall Street and crossing your fingers is a financial plan, the truth is there are alternatives to that financial advice. One can build wealth, real wealth, without merely hoping the dice will roll in your favor.

Taxes

Taxes are the greatest obstacle to many hopes, dreams and goals. Do you know the truth about how taxes will affect your 401(k), IRA and other accounts? Will an increase in future tax rates break your plan? The truth about taxation and its affect on your accounts is a must.

Social Security

Have you been educated on the truth of how Social Security works? Did you know that a married couple’s Social Security could be their largest financial asset? Social Security is so complex, most people end up making decisions they regret for the rest of their lives. Learn the truth and be 100% prepared before you file.

He takes his time, understands the clients present situation, queries their future desires and maps out a flexible plan to hit the marks along the way.  Will understands that there will be bumps in life along the way and his approach provides the flexibility to make changes and more importantly access funds earlier than intended without penalties if the situation demands it.  Above all you can count on Will to be honest and constantly seeking the truth about everything in life.

Bryan Bloom, CPA

Author, Confessions of a CPA

ver•i•ty

 /’ˈveritē/ – noun – truth, a true principle or belief, especially one of fundamental importance.

Financial confidence comes from the people you work with, not necessarily the products you buy. Will Duffy is a class act as a person and this spills over to his work as he practices what he preaches, digs for the whole truth about all things financial and creates financial confidence.
Kim Butler

Founder of the Prosperity Economics Movement

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