What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 3pm

Duell Financial Strategies

Home
United States
Appleton, WI
Duell Financial Strategies

Call Directions Website Contact the business

We don’t just provide investments; we design holistic plans where the purpose determines placement. "Link in bio" ⬇️
linktr.ee/duellstrategies

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.

10/30/2026

💰 Could Your Taxes Actually GO UP in Retirement?

You’ve spent decades saving for retirement, but have you thought about how much of that money could go toward taxes when it's time to start making withdrawals?

In this episode, Sam Duell discusses some of the tax surprises retirees may face, including:

✔️ How IRA and 401(k) withdrawals can impact your tax bill
✔️ Why Required Minimum Distributions (RMDs) matter
✔️ When Roth conversions may be worth considering
✔️ How choosing where to withdraw money from can make a difference

It's not just about how much you've saved. It's about how you plan to use it.

🎥 Watch the full conversation to learn why having a tax strategy is an important part of planning for retirement.

📞 Have questions about your retirement strategy? Call Duell Financial Strategies at 920-832-3720 to schedule a complimentary consultation.

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!

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!

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 👇

08/28/2026

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!

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.

Address

4190 Boardwalk Court
Appleton, WI
54914

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 3pm

Telephone

+19208323740

Website

https://podcasts.apple.com/us/podcast/your-retirement-with-sam-duell/id1568722976, https://duellstrategies.com/, https:/

Alerts

Be the first to know and let us send you an email when Duell Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.