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

Duell Financial Strategies

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United States
Appleton, WI
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 stra

tegy 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.

07/17/2026

Don't miss Sam and Andi as they discuss important financial topics, market trends, and practical retirement strategies to help you stay informed.

Check out next week's Your Retirement TV showtimes below—we hope you'll tune in! 📺

Have a wonderful weekend!

07/15/2026

Today we're celebrating a passion that's been part of the Duell Financial Strategies family for generations.

If you know Sam and Andi, you know their love for horses runs deep. Together they have four horses of their own, but for Andi, it all started long before she could even walk.

Her mom rode while she was pregnant with her, and by age 3, Andi was already competing. She competed in both English jumping and Western before discovering her love for 3-Day Eventing as a teenager and continued through her 20s. Over the years, her focus shifted from competition to learning, helping her horses and creating a partnership through relaxation and clarity.

Horses have a way of teaching patience, discipline, resilience, and trust—qualities that inspire so much of what we value every day.

Happy to everyone who shares a love for these incredible animals! 🐎

07/10/2026

Wondering where you can catch Your Retirement TV next week?

Every Friday, we'll share the upcoming week's TV schedule so you never miss an episode!

📺 Here are our showtimes for July 13–19 on ABC, FOX, and CBS.

We hope you'll tune in, and as always, if you have questions about retirement planning, we're here to help.

Have a wonderful weekend—we'll see you on TV!

07/09/2026

He's always there... even in your most private moments.

Want to remove Uncle Sam from your retirement? Call us at 920-832-3720 to book your complimentary lifestyle review.

07/04/2026

Today, we celebrate the freedoms we enjoy, the values that bring us together, and the importance of spending time with those who matter most. We hope you have a safe and enjoyable holiday filled with family, friends, and lasting memories.

Wishing you a wonderful Fourth of July! 🇺🇸🥳

07/03/2026

In observance of Independence Day, our office will be closed today, Friday July 3rd. Please note that U.S. stock markets will also be closed in observance of the holiday.

We hope you and your family have a safe, happy, and relaxing Fourth of July weekend! 🇺🇸 We look forward to serving you when we return on Monday, July 6th.

07/01/2026

Today is National . Take a moment to think about what financial freedom means to you... and if you have a plan to help you get there.

Whether it's retiring with confidence, traveling more, spending time with family, or simply having peace of mind, it all starts with intentional planning.

No matter where you are on your financial journey, the best time to create a plan is today!

06/26/2026

Tune in to The Wealth Council on Fox Business this Sunday as Sam Duell discusses the timely retirement topics that matter most, giving you the financial guidance you need, right now.

This week's episode covers:
✔️ Required Minimum Distributions (RMDs)
✔️ Why retirement taxes matter
✔️ How changing rules can impact your long-term income
✔️ Why having a plan today can help you retire with greater confidence

📅 Sunday, June 28
⏰ 1:00 PM CT
📺 Fox Business Network

06/19/2026

A friendly reminder that our office will be closed today, Friday June 19th, as the financial markets are not open.

We'll be back and ready to assist you next week. Wishing you a wonderful weekend ahead!

06/18/2026

📺 Catch our Founder and Lead Investment Advisor, Sam Duell, on Fox Business this Sunday at 1:00 PM CT!

Sam will be appearing on The Wealth Council, a financial television program focused on retirement planning, wealth preservation, tax strategies, and helping families make confident financial decisions.

Don't miss the opportunity to hear timely insights and practical strategies for today's financial landscape.

📅 Sunday, June 21
⏰ 1:00 PM CT
📺 Fox Business Network

Address

4190 Boardwalk Court
Appleton, WI
54914

Opening Hours

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

Telephone

+19208323740

Website

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

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