Strategic Tax & Insurance Services

About

John Duddy and his team take a comprehensive approach to your financial future, and have been Helping People Retire On Their Own Terms Since 1975.

Story

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 a 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.

Impressum

Investment advisory services are offered through Coppell Advisory Solutions, LLC dba 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.