{"id":320,"date":"2021-04-07T15:08:55","date_gmt":"2021-04-07T19:08:55","guid":{"rendered":"https:\/\/duffyfinancialservices.com\/?page_id=320"},"modified":"2021-10-10T16:23:09","modified_gmt":"2021-10-10T20:23:09","slug":"strategic-tax-planning","status":"publish","type":"page","link":"https:\/\/duffyfinancialservices.com\/index.php\/strategic-tax-planning\/","title":{"rendered":"Strategic Tax Planning"},"content":{"rendered":"

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[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Headline in box” _builder_version=”4.9.2″ custom_padding=”81px|0px|2px|0px||”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ custom_padding=”|||”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_cta title=”create a bright future” button_url=”#” admin_label=”Strategic Tax Planning” _builder_version=”4.9.3″ header_font=”Poppins|700||on|||||” header_text_color=”#a88b37″ header_font_size=”18px” header_letter_spacing=”2px” header_line_height=”2em” body_font=”Playfair Display|700|||||||” body_text_color=”#004f2b” body_font_size=”53px” body_line_height=”1.1em” background_color=”#ffffff” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#edbb5f” button_border_width=”0px” button_border_radius=”0px” button_letter_spacing=”1px” button_font=”Saira Extra Condensed|600||on|||||” button_use_icon=”off” custom_margin=”-200px|||” custom_padding=”10%||10%|” animation_style=”flip” animation_direction=”left” animation_starting_opacity=”100%” box_shadow_style=”preset3″ box_shadow_vertical=”15px” box_shadow_blur=”80px” box_shadow_color=”rgba(0,0,0,0.2)” button_border_radius_hover=”1px” locked=”off” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”on” button_border_radius__hover=”1px” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”]<\/p>\n

Strategic Tax Planning<\/p>\n

[\/et_pb_cta][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Feature – Image Left” _builder_version=”3.22″ custom_margin=”|||” custom_padding=”60px|0px|50px|0px||”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”4″ _builder_version=”3.25″ animation_style=”fade”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text-Build Your Financial Safety Net” _builder_version=”4.9.3″ text_font=”||||||||” header_font=”||||||||” header_font_size=”34px” header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#004f2b” header_2_font_size=”42px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_color=”#a88b37″ header_3_letter_spacing=”1px” header_3_line_height=”2em”]<\/p>\n

OPTIMIZE YOUR TAX SITUATION<\/h3>\n

Build Your Financial Safety Net<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#e4d796″ divider_weight=”5px” _builder_version=”4.9.2″ max_width=”60px” module_alignment=”left” height=”6px”][\/et_pb_divider][et_pb_text admin_label=”Text ” _builder_version=”4.9.10″ text_font=”Poppins||||||||” text_font_size=”16px” text_letter_spacing=”1px” text_line_height=”2em” max_width=”550px” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n

In making important decisions, it’s smart to get a second opinion. Why not get a second opinion on your financial life expectancy?<\/strong>\u00a0 Duffy Financial Services offers offers a thorough analysis of your business\u2019 tax and financial efficiency. Clients tell us that this one time review of the key areas they should consider pays for itself five times over.<\/p>\n

The financial landscape has changed in the last 10 years. Technology claims an ever-growing share of importance in the business world, and tax law changes keep on coming. It’s the perfect time to reassess your goals and operating methods to ensure the greatest probability of success. After our analysis, we’ll make sure you are aware of methods and techniques that could help you achieve your goals faster and with more certainty.\u00a0<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”5%|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/Strategic-tax-planning-cropped.jpg” alt=”Businessman abstract hands working with graphs planning concept” title_text=”strategic tax planning” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”Image- strategic planning-abstract” _builder_version=”4.9.3″ custom_margin=”||-4px|||” animation_style=”fade”][\/et_pb_image][et_pb_cta title=”Don’t Wait \u2014 Get Help NOW! 908.889.4604″ button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI1MSJ9fQ==@” button_text=”Contact Us” _builder_version=”4.9.3″ _dynamic_attributes=”button_url,link_option_url” _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#e4d796″ header_font_size=”28px” header_line_height=”1.5em” body_font=”Poppins||||||||” body_font_size=”17px” body_line_height=”1.8em” custom_button=”on” button_border_color=”#c4ac54″ min_height=”299px” custom_padding=”||46px|||” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI1MSJ9fQ==@”]<\/p>\n

Get started on building your “Financial Safety Net” today!\u00a0 Call or Contact Us now!<\/p>\n

[\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section -strategic Tax Planning – Key Questions” _builder_version=”4.9.10″ _module_preset=”default” background_color=”#fbf3e4″ min_height=”1358.5px” custom_padding=”5px||94px|||” hover_enabled=”0″ sticky_enabled=”0″][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”60px|||||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text admin_label=”Text-Your Tax Disasters Solved” _builder_version=”4.9.3″ text_font=”||||||||” header_font=”||||||||” header_2_font=”Playfair Display|700|||||||” header_2_text_align=”center” header_2_text_color=”#004f2b” header_2_font_size=”42px” header_2_letter_spacing=”1px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_align=”center” header_3_text_color=”#a88b37″ header_3_letter_spacing=”1px” header_3_line_height=”2em” custom_margin=”-2px||32px|||”]<\/p>\n

Key Questions to Consider<\/h3>\n

Do You Need Strategic Tax Planning?<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#e4d796″ divider_weight=”5px” _builder_version=”4.9.3″ max_width=”60px” module_alignment=”center” height=”6px”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,3_4″ _builder_version=”4.9.3″ _module_preset=”default” min_height=”1003.5px”][et_pb_column type=”1_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/03\/tax-prep.jpg” alt=”business tax preparation” title_text=”tax prep” admin_label=”image- accountant working” _builder_version=”4.9.4″ _module_preset=”default” custom_margin=”||92px|||” box_shadow_style=”preset4″ box_shadow_horizontal=”-40px” box_shadow_vertical=”20px” box_shadow_color=”rgba(12,12,12,0.03)”][\/et_pb_image][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/widow-stressed-sm.jpg” alt=”Stressed widow looking over her husbands papers” title_text=”Widow- stressed” admin_label=”image-stressed widow” _builder_version=”4.9.4″ _module_preset=”default” custom_margin=”17px|||||” box_shadow_style=”preset4″ box_shadow_horizontal=”-40px” box_shadow_vertical=”20px” box_shadow_color=”rgba(12,12,12,0.03)”][\/et_pb_image][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/Covid-Biz-closing-sm.jpg” alt=”Covid-19 store closing sign” title_text=”Covid-19 closing sign” admin_label=”image-covid – store closed” _builder_version=”4.9.4″ _module_preset=”default” custom_margin=”93px|||||” box_shadow_style=”preset4″ box_shadow_horizontal=”-40px” box_shadow_vertical=”20px” box_shadow_color=”rgba(12,12,12,0.03)”][\/et_pb_image][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/stressed-biz-woman-sm.jpg” alt=”Stressed businesswoman with papers” title_text=”Stressed businesswoman with papers” admin_label=”image-stressed biz woman” _builder_version=”4.9.4″ _module_preset=”default” custom_margin=”98px||94px||false|” box_shadow_style=”preset4″ box_shadow_horizontal=”-40px” box_shadow_vertical=”20px” box_shadow_color=”rgba(12,12,12,0.03)”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_accordion closed_toggle_text_color=”#004f2b” closed_toggle_background_color=”#f2e6b8″ admin_label=”Accordion – Key Questions” _builder_version=”4.9.3″ _module_preset=”default” toggle_text_color=”#004f2b” closed_toggle_font=”Poppins|700|||||||”][et_pb_accordion_item title=”Could you be saving $10,000 a year on your taxes? ” open=”on” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em”]<\/p>\n

The type of business entity you are running can have a profound effect on your taxes. Reevaluating your business\u2019 entity type could save you thousands of dollars on your tax returns each year!<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”What would occur to the financial situation of your loved ones if you were taken tomorrow? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

We can provide you solutions to ensure your loved ones are financially protected. This could include a life insurance policy, wills, retirement assets, trusts, and powers of attorney, both medical and financial.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Are you struggling to finance your children\u2019s education? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

There are a number of strategies to help pay for college depending on time, your money, and other people\u2019s money. Duffy Financial Services advisors can help you choose and set up the best solutions for you.\u00a0<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Are you using all the government programs that the pandemic has made available to you? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

Because of COVID-19, the government has made more money available for you through utilizing PPP (Payroll Protection Program), Small Business Association Economic Injury Disaster Loan, payroll tax credits, and state and county based Covid-19 grants.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Are you saving enough for retirement? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

Duffy Financial Services can help plan and establish various methods of tax efficiency, allowing more savings for retirement within your business and personally. Each business and individual is different. We\u2019ll take into account your current scene and where you want to be, and customize the optimum solution. Your assets and investments should be in line with the risk you are taking.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Do you feel disorganized when keeping track of your business\u2019 finances? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

In a changing landscape shifting solely to digital and cloud-based soluitons, we can help you integrate and utilize bookkeeping and payroll systems that will help optimize productivity. Additionaly, we can help you navigate unknown and complex employee benefits and their compliance implications.\u00a0<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”How confident are you in your ability to be up and running if your in-office computer system suddenly failed? ” open_toggle_text_color=”#a88b37″ closed_toggle_text_color=”#004f2b” _builder_version=”4.9.3″ _module_preset=”default” body_font=”Poppins||||||||” body_font_size=”16px” body_line_height=”1.8em” toggle_text_color=”#a88b37″ toggle_level=”h3″ toggle_font=”Poppins|700|||||||” toggle_font_size=”20px” toggle_line_height=”1.4em” open=”off”]<\/p>\n

We can conduct a review of your computer systems, backups, policies, procedures, data, and network. Are you protected if your office were to flood, or a crypto virus were to infiltrate your system? How secure is your system, internally and externally? Answers to these questions can have a profound effect on your bottom line.\u00a0\u00a0<\/p>\n

[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Proactive Financial Planning” _builder_version=”4.9.10″ custom_margin=”|||” custom_padding=”60px|0px|100px|0px||” hover_enabled=”0″ sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”4″ _builder_version=”4.9.3″ animation_style=”fade”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Text-Proactive Financial Planning” module_id=”proactive-financial-planning” _builder_version=”4.9.3″ text_font=”||||||||” header_font=”||||||||” header_font_size=”34px” header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#004f2b” header_2_font_size=”42px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_color=”#a88b37″ header_3_letter_spacing=”1px” header_3_line_height=”2em” custom_margin=”||27px|||”]<\/p>\n

Secure your future<\/h3>\n

Proactive Financial Planning<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#e4d796″ divider_weight=”5px” _builder_version=”4.9.2″ max_width=”60px” module_alignment=”left” height=”6px”][\/et_pb_divider][et_pb_text admin_label=”Text ” _builder_version=”4.9.10″ text_font=”Poppins||||||||” text_font_size=”16px” text_letter_spacing=”1px” text_line_height=”2em” max_width=”550px” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n

Bright futures don’t just happen \u2014 they are created. Many mistakenly believe they don’t or will never have the resources to make their dreams a reality, but at Duffy Financial Services, we know that it simply takes effective planning. <\/em><\/strong>We specialize in:<\/p>\n

    \n
  • Integrating business and personal taxes to save money<\/li>\n
  • Business entity structuring<\/li>\n
  • Business tax strategy<\/li>\n
  • Retirement plans, Succession plans<\/li>\n
  • Wills<\/li>\n
  • Life insurance<\/li>\n
  • Powers of attorney – medical and financial<\/li>\n
  • Personal financial planning and tax strategy<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”5%|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/Happy-Black-family-sm.jpg” alt=”Portrait of happy black family with kids relax on couch” title_text=”Portrait of black family with kids relax on couch” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”Image- happy family” _builder_version=”4.9.3″ custom_margin=”||-4px|||” animation_style=”fade” box_shadow_style=”preset4″ box_shadow_horizontal=”80px” box_shadow_vertical=”39px” box_shadow_color=”#f5ecd8″][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” min_height=”267px” custom_padding=”23px|||||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text admin_label=”Text-Are You Prepared Financially for LIFE?” _builder_version=”4.9.10″ text_font=”Poppins||||||||” text_font_size=”16px” text_line_height=”1.8em” header_font=”||||||||” header_2_font=”Playfair Display|700|||||||” header_2_text_align=”center” header_2_text_color=”#004f2b” header_2_font_size=”42px” header_2_letter_spacing=”1px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_align=”center” header_3_text_color=”#a88b37″ header_3_letter_spacing=”1px” header_3_line_height=”2em” text_orientation=”center” custom_margin=”-2px||32px|||” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n

    FINANCIAL SECURITY & READINESS QUIZ<\/h3>\n

    Are You Prepared Financially for LIFE?<\/h2>\n

    Ask yourself the questions below and find out if your financial security is healthy enough for life’s ups and downs. If direction is needed, Duffy Financial Services is here to help you get on track.<\/p>\n

    [\/et_pb_text][et_pb_divider color=”#e4d796″ divider_weight=”5px” _builder_version=”4.9.3″ max_width=”60px” module_alignment=”center” height=”6px”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.9.10″ _module_preset=”default” custom_padding=”2px|||||” hover_enabled=”0″ admin_label=”Row – Quiz Questions” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_text_color=”#004f2b” text_font_size=”18px” text_line_height=”1.8em” background_color=”#dce9d6″ custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    Are you financially prepared for the unexpected, like a pandemic or the 9\/11 attacks?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” min_height=”91px” custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    If the main breadwinner of the family were suddenly not able to ?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_text_color=”#004f2b” text_font_size=”18px” text_line_height=”1.8em” background_color=”#dce9d6″ custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    Is there a will? What does a deceased’s will say should happen financially?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” min_height=”91px” custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    What is the best way for Insurance money to be allocated?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_text_color=”#004f2b” text_font_size=”18px” text_line_height=”1.8em” background_color=”#dce9d6″ custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    How will you pay for your children’s college?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    How will you pay for your children’s weddings?<\/p>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” min_height=”79px” custom_margin=”0px||||false|false” custom_padding=”15px|20px|10px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    If household income were to suddenly change due to death or disaster, can you afford to stay in this house\/town?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_text_color=”#004f2b” text_font_size=”18px” text_line_height=”1.8em” background_color=”#dce9d6″ custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    How will you manage a deceased’s business? Is there a buy\/sell agreement in place?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” min_height=”91px” custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    What about widow\/widower retirement? How do you best manage 401ks?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_text_color=”#004f2b” text_font_size=”18px” text_line_height=”1.8em” background_color=”#dce9d6″ custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    Is there a trust under a deceased’s will? Should there be a trust?<\/p>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” text_font=”Poppins|600|||||||” text_font_size=”18px” text_line_height=”1.8em” background_color=”rgba(224,232,222,0.58)” min_height=”91px” custom_margin=”-32px||||false|false” custom_padding=”15px|20px|15px|30px|false|false” border_width_all=”2px” border_color_all=”#006c39″]<\/p>\n

    Will childcare funds be an issue with only one source if a breadwinner passes away?<\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section -Super Groups” _builder_version=”4.9.10″ _module_preset=”default” background_color=”#fbf3e4″ min_height=”1300.7px” custom_padding=”5px||94px|||” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||60px||false|false”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” min_height=”162px” custom_padding=”23px|||||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text admin_label=”Text-Super Groups” _builder_version=”4.9.10″ text_font=”Poppins||||||||” text_font_size=”16px” text_line_height=”1.8em” header_font=”||||||||” header_2_font=”Playfair Display|700|||||||” header_2_text_align=”center” header_2_text_color=”#004f2b” header_2_font_size=”42px” header_2_letter_spacing=”1px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_align=”center” header_3_text_color=”#a88b37″ header_3_letter_spacing=”1px” header_3_line_height=”2em” text_orientation=”center” min_height=”281px” custom_margin=”-2px||32px|||”]<\/p>\n

    THE “SUPER GROUP” CONCEPT<\/h3>\n

    A 360\u00b0 View of Your Financial Future<\/h2>\n

    At Duffy Financial Services, we foster what we\u2019ve coined as \u201c<\/span>Super Groups<\/b>.\u201d A Super Group is a client who owns their own business, owns real estate and other assets relating to their business, possibly owns a second business, and wants to take care of their family financially. Duffy Financial Services can help create a system that benefits both the individuals and their business as effectively as possible. As a client, Duffy Financial Services will ensure that you have your personal financial interests accounted for whether that be wills, trusts, private nonprofit foundations, or religious groups. The infographic below demonstrates how a Super Group is comprised.<\/span><\/p>\n

    [\/et_pb_text][et_pb_divider color=”#e4d796″ divider_weight=”5px” _builder_version=”4.9.3″ max_width=”60px” module_alignment=”center” height=”6px”][\/et_pb_divider][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/10\/SuperGroup-Infographic.jpg” title_text=”SuperGroup Infographic” admin_label=”Image- Super Groups infographic” _builder_version=”4.9.10″ _module_preset=”default” hover_enabled=”0″ align=”center” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Contact” _builder_version=”4.9.10″ use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#f1eacf” background_enable_image=”off” custom_margin=”60px||||false|false” custom_padding=”34px|0px|102px|0px||” hover_enabled=”0″ box_shadow_style=”preset7″ box_shadow_horizontal=”0px” box_shadow_vertical=”80px” box_shadow_color=”#ffffff” sticky_enabled=”0″][et_pb_row column_structure=”3_5,2_5″ custom_padding_last_edited=”on|phone” _builder_version=”3.25″ background_color=”#ffffff” custom_margin=”-40px|auto||auto||” custom_padding=”60px|60px|60px|60px” custom_padding_tablet=”” custom_padding_phone=”|40px||40px” animation_style=”slide” animation_direction=”bottom” animation_duration=”1500ms” animation_delay=”200ms” animation_intensity_slide=”10%” animation_starting_opacity=”100%” box_shadow_style=”preset3″ box_shadow_vertical=”15px” box_shadow_blur=”80px” box_shadow_color=”rgba(0,0,0,0.2)”][et_pb_column type=”3_5″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_cta title=”Let’s Talk About Your Future” button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI1MSJ9fQ==@” button_text=”Contact Us” admin_label=”CTA-schedule consultation” _builder_version=”4.9.3″ _dynamic_attributes=”button_url,link_option_url” _module_preset=”default” header_font=”Playfair Display|700|||||||” header_text_color=”#f1eacf” header_font_size=”32px” body_font=”Poppins||||||||” body_font_size=”18px” custom_button=”on” button_bg_color=”#a88b37″ link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI1MSJ9fQ==@” border_width_top=”10px” border_color_top=”#a88b37″]<\/p>\n

    Fill out our Contact Form or call today to schedule a consultation with one of our tax pros.<\/p>\n

    908.889.4604<\/h2>\n

    [\/et_pb_cta][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”3.25″ custom_padding=”140px|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/duffyfinancialservices.com\/wp-content\/uploads\/2021\/04\/financial-advice-asian-couple-crop.jpg” alt=”Asian couple meeting with financial advisor” title_text=”Meeting with advisor agent” admin_label=”Image-consultation” _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-141px|||||” box_shadow_style=”preset2″ box_shadow_vertical=”18px”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

                 Strategic Tax PlanningOPTIMIZE YOUR TAX SITUATION Build Your Financial Safety NetIn making important decisions, it’s smart to get a second opinion. Why not get a second opinion on your financial life expectancy?\u00a0 Duffy Financial Services offers offers a thorough analysis of your business\u2019 tax and financial efficiency. 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