Duell Financial Strategies
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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.
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. 🥸
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. 🇺🇸
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! 🇺🇸
08/28/2026
Upcoming Retirement TV Schedule 👇
Do you have a coordinated retirement plan? If the answer is no, give us a call 📞
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!
📺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.
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
🎙️ Happy !
What happens when a married couple (who also happen to be business partners) gets behind the microphone? You get a show that’s informative, entertaining, and never short on personality.
Sam and Andi bring their real-life dynamic to the radio every week while diving into important, timely topics that matter to retirees and those planning for retirement.
They make retirement planning approachable, relatable, and yes… even fun!
We’re grateful for the opportunity to educate, connect, and have a little fun with our community every week.
Tune in this weekend!
08/14/2026
Can you believe we’re already halfway through August?! ☀️
Here’s where you can catch Your Retirement TV this upcoming week! 📺 Join Sam and Andi as they break down important retirement topics like taxes and Medicare in a way that’s educational, easy to understand, and entertaining.
Tune in, learn something new, and share it with someone who could benefit!
As always, we hope everyone has a wonderful weekend
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Address
4190 Boardwalk Court
Appleton, WI
54914
Opening Hours
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
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