D3 Financial Counselors is proud to announce that, Don Duncan attended the FPA Retreat in Bonita Springs, Florida. The FPA Retreat is designed by, and for the profession’s top experts, elite planners, most respected practitioners and future leaders, FPA Retreat is a chance for planners to come together, learn from each other, and find inspiration in a relaxed and reenergizing setting.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
- Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
- IRS Releases Updated Form W-4 and Withholding Calculator
- Asset Sale vs. Stock Sale of a Business – What’s the Difference?
- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
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