About Strategic Tax & Insurance
At Strategic Tax & Insurance Services, we believe that one can only have true financial peace of mind, when one knows, without a doubt, that they have a comprehensive financial strategy. This strategy must be designed to provide for them the guidance needed, not only during the good times, but also during the “not so good times”. At Strategic, we also understand that people need an ongoing advocate to guide and protect them through life’s sometimes unexpected and inevitable down turns.
As an investment advisor representative, John works to help his clients avoid taking unnecessary financial risks. Instead, he helps his clients really understand what their wealth represents to them: Peace of mind, freedom, choices and stability.His strategies attempt to create a comfortable lifestyle that allows his clients to make choices that are best for themselves and their loved ones.
At Strategic, our team* works with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy. This process is designed to help our clients with 5 critical areas of retirement planning, including:
- Retirement Income & Social Security Maximization Planning
- Advance Tax Planning & Minimization Strategies
- Investment & Risk Management Strategies
- Emergency Planning
- Estate & Legacy Planning
As Fiduciaries, we see our responsibility as helping our clients make the strongest financial decisions for themselves and their loved ones. We work hard to bring our clients financial solutions that are designed to protect, preserve, and grow their assets into and throughout their retirement.
Discover what it means to have “your own” personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have the confidence and peace of mind you deserve in retirement. Discover the Strategic difference. Call today, or click here to register for an upcoming retirement planning class.
Questions? John Duddy is an investment advisor representative and a fiduciary. Call (781) 279-8444 or click here to schedule a no obligation initial consultation.
*Our team can comprise of independent 3rd party providers that might include professionally licensed individuals whose services we incorporate for the betterment of our clients.