John J. Duddy, President of Strategic Tax and Insurance Services, Inc., Interviewed on the Influential Entrepreneurs Podcast

John Duddy Discusses His Approach to Helping His Clients with Preparing for Retirement. He believes that life is more than a paycheck, and his mission is to ease worries and help his clients create a sound financial strategy that provides not only a steady paycheck for life but a “playcheck” as well.​ 

He believes that to have a safe and secure retirement, one needs to know that they are financially secure, no matter what happens.

Duddy explained that “I am very excited to be bringing this education to people preparing for their retirement since this is such a vital piece of their strategy. I pride myself on developing long-term relationships with my clients, and I have had some since 1975! My commitment to you is simple: To be honest, transparent, and always looking out for your best interest, first and always. At Strategic Tax & Insurance Services, Inc., it is our goal to help our clients create a comprehensive financial plan that is designed to help to secure their financial futures and ensure true peace of mind.”

John continued, “preparing for retirement really should begin around age 60 and involves more than merely filling in the blanks on a form. Working with a qualified financial professional will give you a suitable strategy for your specific situation. I listen closely to the needs of my clients and always present the very best solutions for their best interest.”

Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network

About John J. Duddy

There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience.  With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs.

John’s passion is people; and helping them discover the peace of mind that can only come from a secure financial future. His strategies aim to ensure that people don’t outlive their money and that they can enjoy the retirement that they expect and the retirement that they deserve. He works closely with professionals of other financial specialties to plan for all phases of his clients’ lifetimes and often times his client’s children, and even grandchildren.  This includes an estate planning component that ensures clients’ finances are organized correctly to put their loved ones in the best position after they pass away.

Don’t spend your retirement life worrying about running out of money. John focuses on helping people protect the money that they’ve earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement. When you work with John and his team, you can rest assured that no stone has been left unturned, and no question left unanswered.  They look at your entire financial picture, even pieces you’ve never thought to review.  John and his team ensure that your plan leads you to the future you feel comfortable with.

If you are headed into retirement or are already there; and concerned that you aren’t getting the most out of your money; Strategic Tax & Insurance Services, Inc. invites you to have a conversation. They have been “Helping People Retire On Their Own Terms Since 1975”, and are committed to continuing this tradition in the future.

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.  
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. 
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