Your Safe Money Financial Planning Firm

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You don't have to risk your retirement money in the market to get returns as good as or even better than the market!  We have Safe Money products that have average annual returns over the last ten years that beat the stock market as measured by the S&P 500 index.  Your money is also completely protected from any market loss, guaranteed.  If you think this is too good to be true, please contact me and I will prove to you that it is true.
3 months ago
I started working with Bill about 10 years ago. My mother-in-law was living in an assisted living facility. Bill helped her helped her get some benefits that she wasn't aware were available from her late husband. Bill is very knowledgeable and willing to help. I came to him after my husband passed to consolidate our finances and secure income throughout retirement. He was wonderful throughout the process I will continue to send friends his way. He is a man of integrity and faith and I trust him.
3 weeks ago
We met Bill at a seminar years ago when he was advising parents on How to Pay for College. We immediately appreciated his honesty and knowledge about so many different avenues of money and investing. This became the beginning of a long business relationship. We feel we can call him with any questions, at any time and he always makes time for us. We are confident that because of Bill's help and guidance we are ready for retirement when that day comes...
a month ago
Bill is a caring, very knowledgeable, no pressure person. We have enjoyed working with Bill since around 2009. We have deep respect for him as a financial advisor and as a person.
Bill Duggan is proud to be affiliated with Tarkenton Financial, LLC, a national network of independent financial services professionals.  Tarkenton Financial was founded in 2003 by NFL Hall of Famer Fran Tarkenton.  For much more information on how Bill Duggan, your Safe Money Advisor, can help you, please click on the link below to Bill's second website, affiliated with Tarkenton Financial, LLC.

Bill periodically offers educational seminars to CPAs at which they receive CPE credit. For example, Bill presented a seminar to CPAs on The Tax Cuts and Jobs Act of 2017.

Here are some of the unique wealth building/tax saving strategies we offer...

"Cash Balance Pension Plan": If you are a professional or business owner, you can contribute and deduct up to $343,000 per year as of 2020 into a Cash Balance Pension Plan for retirement.

"Distribution Solution": Allows a business owner to save 35% to 40% in taxes on an IRA distribution.

"Business Cost Recovery Strategy": Allows a business owner to recover the cost of any business expense, while building a sizeable retirement savings account that can be withdrawn from tax free.

COST SEGREGATION STUDY: Are you the owner of a commercial property? Office building, industrial, apartments, car dealership and other properties.  A Cost Segregation Study on your property will allow you to increase cash flow and save money on taxes.  We have done over 20,000 cost segregation studies in the past fifteen years.  Call for a free no obligation initial estimate of the tax savings and additional cash flow available to your business.

Our clients save a huge amount of taxes. If you contributed $150,000 to a retirement account, you can save $460,584 in taxes over a 20 year retirement using Title 26, Section 7702 of the U.S. Tax Code.

At The Retirement Advantage MI, Your Safe Money Financial Planning Firm, we help our clients to achieve freedom from excessive taxation and market crashes, gain more control of their money and create financial independence.

A Retirement Advantage, MI designed plan defends you from the enemies of wealth, so you can live the worry free retirement of your dreams.

Services include:

   Safe Money Strategies- Participate in the gains of the stock market but 

   none of the losses, guaranteed.

   401k, 403b, 457, IRA and Pension Rollover Specialists.

   401k Profit Sharing and Cash Balance Pension Plan Design, Administration

   and Investing.

   Tax Free Retirement Income Planning.

   Medicare Supplement Insurance Plans, Medicare Advantage Insurance Plans

   College funding and financial aid maximization.


My Family Financial Miracle: A new way of thinking to protect and control your money from the eight major financial risks: Market loss, Taxes, Catastrophic illness with long term care, Job loss, Legal, Longevity risk, Premature death and Inflation.  Contact me today to receive your free copy of the new book "My Family Financial Miracle".