Financial Planning to Make a Difference
We begin every new client relationship with an important question, “What do you want to accomplish in life?” It’s inspiring what we hear. People tell us about an unwavering commitment to take care of family, a determination to build something great, a desire to create lasting impact. Hearing about their mission to make a difference is powerful. These are goosebump moments.
Plan with Purpose
What’s your mission in life? Let’s hear it. Why is this important to you? Don’t hold back. What’s getting in the way? Be honest. Only then can we build a financial plan to help you achieve what’s most important to you. We provide clarity on what it’s going to take to get there and guide your path along the way. You’re not alone; we’re in this together. These are fist-bump moments.
Realize What’s Possible
There is no greater reward than when we can tell a client they’ve reached the financial goals to fulfill their mission. It’s emotional. Surprise and relief give way to elation and celebration. We often hear, “I didn’t even know this was possible.” That’s the power of financial planning. At Duggan Wealth Management, our mission is to help you achieve yours. It’s not our job, it’s our joy. These are mission moments.
What do you want to accomplish in life? It's time to Live Your Mission.
2024 Forbes Best-In-State Top Financial Security Professional
Brian Duggan has been recognized by Forbes as a Best-in-State Top Financial Security Professional for the second year in a row. Many thanks to our hardworking team and our partnership with Northwestern Mutual. Having the opportunity to serve incredible clients like you is not only our job, but our joy. This would not have been possible without your support.
Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.