DUFF TEAM
WHAT WE DO
Is a family CFO right for me?
When we serve as a Family CFO, we serve as the architect of your financial life. We consult on each financial decision for the family – large or small. Our Family CFO services consult in the following areas:
retirement savings plan
social security planning
investment management
education planning
tax consulting
business planning
insurance analysis
asset protection
estate planning
charitable giving
who we serve
Pre-Retirees
Retirees
Physicians
Business Owners
Emerging affluent
NEWS & MEDIA
Retirement Planning: With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially...
Here are 5 Better Ways to Donate to Charities in 2022 – And Cut Your Tax Bill
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite...
The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
CONNECT
©2007-2020 Moneta Group Investment Advisors, LLC. Duff Team,
All rights reserved. | Disclosures | Privacy Policy | Terms of Use
All rights reserved. | Disclosures | Privacy Policy | Terms of Use