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: Do I Really Have Enough Wealth to Retire?
By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us,...
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...
FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of...
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©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