BILL DUGGAN
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Welcome To...

The Retirement Advantage, MI

Serving the Metropolitan Detroit Area

Get a FREE Copy of my Book, Stewarding Your Retirement!

When it comes to getting safer with your retirement, sometimes the
first step is the hardest.  We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. 

Learn more
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Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
 

About Us


Bill Duggan | President
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Bill always puts his clients' interests first. Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank.  Bill and his wife Charlotte have been married 45 years and have four adult children and four grandchildren.

Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate.

​Bill has been helping clients manage their financial lives since 1988.  Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit.

While securities licensed, Bill maintained a perfectly clean record with FINRA.  FINRA maintains broker records for no more than ten years after a broker leaves the securities industry.  Ask me for a copy of my FINRA Broker Check Report dated prior to my ten year records expiration, to see for yourself that I maintained a clean record.

Over the years Bill has been or still is involved in several non-profits as a volunteer.  These organizations include The Salvation Army Adult Rehabilitation Center in Detroit as an Advisory Council Member, Four County Community Foundation in Almont, MI as a Trustee with service on the Investment Committee and the Grant Committee, and Bill's Church where he serves as a Director and volunteers for other duties as needed. 

​Bill enjoys studying the living word of God, evangelizing for his Lord and Savior Jesus Christ, fishing, hunting and riding his bike.  In the past, Bill was very active as a licensed private pilot and scuba diver.
schedule a time to meet with Bill
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Bill's Grandkids. The Lord's Blessings are the Best!

Bill had the opportunity to meet with Glenn Beck recently at his Mercury Studios in Irving, TX. 
​Glenn is a great Patriot!

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Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.   
 
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
how can we help you?
 
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Listen Every Week!
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FM 92.7 The Answer
Also on 1400AM, WDTK
​Saturdays 10:00 am - 11:00 am
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FM 101.5 Faith Talk
Also on 1500
AM
Saturdays 1:00 - 2:00 pm
To listen to past radio shows, please click on the Podcast tab at the top of this page

 
We Love To Meet New People!
Contact Us

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EMAIL
[email protected]
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CALL US
(586) 336-9588

Registration Form

Please fill in the form below.

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(586) 336-9588  | [email protected]

The information provided herein is the exclusive property of The Retirement Advantage, MI. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

​ © 2020. The Retirement Advantage, MI. ​
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  • About
  • Services
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