Don Duncan will be providing 1-hour individual consultations exclusively to Garland Building Business and Medical Practice Owners. This is an opportunity to speak one-on-one with an industry expert, Donald Duncan, Managing Director of D3 Financial Counselors, and get valuable financial planning advice and answers to your tax questions.  On either Wednesday, March 4 or Thursday, March 12 you are invited to register for a 30-60 minute session with Donald Duncan taking place at the D3 offices in Suite 800 within the Garland Building.

Donald Duncan has over 30 years’ experience providing financial planning to business owners, corporate executives, CFA’s, and families. His education and certifications include Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Specialist in Estate Planning (CSEP).  For the third consecutive year, Don was listed as a Best Financial Advisor for Doctors in the November 2014 edition of Medical Economics. He was also named a Five Star Wealth Manager in the November 2014 issue of Chicago Magazine. You can read more about Donald Duncan’s bio by clicking here.

A few topic areas where Donald has demonstrated value to other Business and Medical Practice Owners are:

  • Extracting wealth out of the business
  • How your investment portfolio should reflect your business risk
  • Identifying risk in your financial plan
  • Maximizing after-tax wealth through asset dedication, location & diversification

 

Meeting times will be available starting at 7:00am until 7:00pm at 30-60 minute increments on both March 4 and 12. Register today to secure the time that works best for you by calling 312-526-3680.