(678) 923-4602 karen@dukeswayacademy.com

Professional FINANCIAL MANAGEMENT SOLUTIONS

Based in YourCity, State since 20xx, we have been providing professional and reliable bookkeeping services for thousands of businesses, non-profit entities and individuals

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WELCOME TO OUR COMPANY

YOUR TRUSTED FINANCIAL ADVISOR IN YOURCITY

FINANCIAL PLANNING

Comprehensive financial planning including cash flow analysis, investment portfolio analysis, legacy and estate advice and more.

RETIREMENT PLANNING

Based on our analysis of your overall financial situation, we will develop a strategy to help you achieve a comfortable and worry-free retirement.

TAX PLANNING

Tax has a significant impact on your financial plans. We will help you take advantage of available tax benefits and avoid unnecessary costs.

Fee-Only Financial Advisor

We are a fee-only financial advisor. We provide you advice and recommendations and help you implement them to manage your assets. We specialize in all areas of financial planning and we can provide you total wealth management.

Your Interests First. Period.

As a free-only financial advisor, our goal is to understand you to help you develop a personalized financial plan and investment strategy that really suits you – without conflicts of interests. We won’t try to sell you products.

For a Confident Retirement

The decisions and changes when you retire can be overwhelming, and the resources from your years of working cannot be replaced. We’re here to assist in making decisions and developing a retirement plan that works for YOU.

Simplify Your Financial Life

At our company, we believe that financial decisions are best made in the context of a thoughtfully considered plan. Financial planning is comlex, but we’re here to make it simple for you. Get in touch with us today to simplify your financial life.

Over 15 Years Reputation for Excellence

We have over 20 years experience helping business owners and individuals with custom financial solutions. We put our emphasis on helping our clients do what is in their best interest and our clients needs always come first.

UNDERSTAND

Our first goal is to understand you and your overall financial states, as well as your goals for the present and future.

ESTABLISH

We’ll work with you to develop a plan that fits your resources and your goals, as well as an implement strategy.

Manage

We’ll manage the process for you and continuously monitor your plan to make sure you stay on course.

MEET THE TEAM

OUR PROFESSIONALS

We Have a Team of Certified, Experienced and Trustworthy Financial Professionals

David Smith

Financial Advisor

Stephen Lewis

Financial Advisor

Laura Phillips

Financial Advisor

Samuel Wilson

Financial Advisor

From Our Clients

TESTIMONIALS

I’m always impressed with the attention the team gives me and the quality of financial service they provide. We work together, share together treat each other all as if we’re a family, always having their best interest at heart. 

Katherine Williams
New York

I’m always impressed with the attention the team gives me and the quality of financial service they provide. We work together, share together treat each other all as if we’re a family, always having their best interest at heart. 

Katherine Williams
New York

I’m always impressed with the attention the team gives me and the quality of financial service they provide. We work together, share together treat each other all as if we’re a family, always having their best interest at heart. 

Katherine Williams
New York

LET’S GET IN TOUCH

If you have any question regarding our services, we encourage you to schedule an appointment or phone consultation with one of our financial experts. We are pleased to offer all types of financial services for your specific needs.

OUR ADDRESS

2345 Street, City, State, 12345

CALL US

+1 (888) 888 – 8888

EMAIL US

info@yourwebsite.com