Duell Financial Strategies

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Duell Financial Strategies We don’t just provide investments; we design holistic plans where the purpose determines placement. "Link in bio" ⬇️
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At Duell Financial Strategies, we understand the importance of achieving financial independence and strive to provide that to all our clients. Your financial plan depends on your ideal future. To better understand that future, we need to create a comprehensive picture of your assets, including how those assets interact with one another. We work to provide our clients with a complete financial strategy around:

✔️ WEALTH ACCUMULATION

✔️ RETIREMENT PLANNING

✔️ EFFICIENT TAX STRATEGIES

✔️ ESTATE PLANNING

✔️ CHARITABLE GIVING

We work with you to thoroughly understand your goals and together we create your dream retirement lifestyle.

10/16/2026

Sam Duell is back on The Wealth Council!

Tune in Sunday, October 18th, at 1 PM CT on Fox Business as Sam joins the conversation to share insights on retirement and financial planning.

Don't miss it!

📢 Medicare Annual Enrollment Period starts today! From October 15 through December 7, Medicare beneficiaries have the op...
10/15/2026

📢 Medicare Annual Enrollment Period starts today!

From October 15 through December 7, Medicare beneficiaries have the opportunity to review their coverage and make changes for the upcoming year.

With healthcare costs and coverage options constantly changing, it's important to make sure your Medicare plan still fits your needs.

The good news? You don't have to navigate it alone!

At Duell Financial Strategies, we have a dedicated Medicare specialist who can help you understand your options, answer your questions, and make informed decisions about your healthcare coverage.

📞 Have questions about Medicare? Give our team a call at 920-832-3720. We're happy to help!

It’s ! But who exactly is Uncle Sam? 🇺🇸The familiar red, white and blue figure has been a symbol of the U.S. government...
09/13/2026

It’s ! But who exactly is Uncle Sam? 🇺🇸

The familiar red, white and blue figure has been a symbol of the U.S. government for more than 200 years. Over time, “Uncle Sam” became a nickname for the government, especially when it comes to one thing we all know a little too well: taxes.

So this Uncle Sam Day, let’s get Uncle Sam OUT of your retirement… and Sam Duell (and the Duell Team) IN!

And yes, that’s Sam Duell under the beard. 🥸

We remember the lives lost, the countless acts of courage and selflessness, and the families forever changed.Today, we p...
09/11/2026

We remember the lives lost, the countless acts of courage and selflessness, and the families forever changed.

Today, we pause to remember.
Never forgotten. 🇺🇸

Today, we’re taking a moment to celebrate the hardworking people who make our families, businesses, and communities so g...
09/07/2026

Today, we’re taking a moment to celebrate the hardworking people who make our families, businesses, and communities so great, including the amazing team here at Duell!

We’re grateful for the dedication, care, and hard work our staff brings to our clients every day. We hope everyone gets the chance to slow down, enjoy time with family and friends, and take a well-deserved break.

Our offices are closed today in observance of Labor Day, and we’ll be back to our regular hours tomorrow.

Wishing you and your family a safe and happy Labor Day! 🇺🇸

Upcoming Retirement TV Schedule 👇
08/28/2026

Upcoming Retirement TV Schedule 👇

08/28/2026

Do you have a coordinated retirement plan? If the answer is no, give us a call 📞

Meet the Duell Dogs 🐾It’s National Dog Day, so we’re giving a little spotlight to two very special members of the Duell ...
08/26/2026

Meet the Duell Dogs 🐾

It’s National Dog Day, so we’re giving a little spotlight to two very special members of the Duell family... Grace and Stella! ❤️

In 2019, Stella was surrendered to a shelter after a divorce, but has since found her forever home with Sam and Andi. She’s the sweetest Doberman and the most lovable "airhead" (as Sam would say)

Grace was rescued as a puppy from Texas after being found wandering in a field. Sam & Andi adopted her through a Texas rescue organization. She’s a Coonhound/Beagle mix with the perfect combination of sassy and sweet. She loves people, loves to snuggle, and has never met a personal space boundary she cared about.

Comment below with a picture of your dog, we’d love to see them!

08/21/2026

📺Tune in Sunday, August 23rd at 1PM CTRL to catch Sam on The Wealth Council!

The Wealth Council brings together experienced independent financial advisors from across the country to discuss the real issues shaping retirement today, from taxation and legislative risk to the decisions that can have a lasting impact on your financial future.

Can you believe we’re already heading into the LAST week of August? Another month has flown by, and September is just ar...
08/21/2026

Can you believe we’re already heading into the LAST week of August? Another month has flown by, and September is just around the corner!

Before we turn the page to a new month, be sure to catch next week’s episodes of Your Retirement TV. 📺

Check out the schedule below and tune in for practical retirement education to help you feel more confident about the road ahead.

📅 August 24–30

Address

4190 Boardwalk Court
Appleton, WI
54914

Opening Hours

Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm

Telephone

+19208323740

Website

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