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QUALIFICATIONS
A real eye-opener!
If you have been neglecting your personal finances, you're not alone. There's no doubt about it, looking at them can be a shock to the system, causing stress and tension both in your personal and professional life.
Let us help
We teach each our clients how to solve their financial puzzle piece-by-piece (notice the logo) across ALL planning topics, providing them clarity and confidence to self-navigate to the ends they seek.
Qualifications
A Duty Financial Coach will hold active and valid Series 66 and Series 7 industry certifications and will have years of the best training & experience in the industry. There is no topic that cannot be taught.
DUTY TO BE OBJECTIVE
COACH
A COACH IS OBJECTIVE
ADVISOR
A Financial Coach is basically a teacher who is focused on how the client interacts with their money. Coaches teach the mechanics of the various financial planning topics. No recommendations are made nor products sold, other than the Coach's time & expertise of financial topics.
ADVISOR
A COACH IS OBJECTIVE
ADVISOR
The Financial Advisor (or Financial Manager) discusses how the client's money interacts with the markets, such as stocks and bonds. In addition to discussion of the mechanics of planning topics, the Advisor or Manager may offer financial products or mange the client's money for them, so they will be compensated differently.
A COACH IS OBJECTIVE
A COACH IS OBJECTIVE
A COACH IS OBJECTIVE
Duty Financial Solutions is a Coaching company, not an advisory service. One big advantage coaching is OBJECTIVITY. Use us to be an educator, or a sounding board on any topic to get a CLEAR UNDERSTANDING of whatever financial decision you want to make.
DUTY TO KEEP OUR COMMITMENTS
YOU WILL BE HEARD
YOU WILL HAVE CLARITY
YOU WILL HAVE CLARITY
"If one gives answers before he hears, it is his folly and shame," Proverb 18:13
YOU WILL HAVE CLARITY
YOU WILL HAVE CLARITY
YOU WILL HAVE CLARITY
"Clarity is about 80% of success and happiness," Brian Tracy
YOU WILL GET VALUE
YOU WILL HAVE CLARITY
YOU WILL GET VALUE
"Stive not to be a success, but to be of value." Albert Einstein