Your Safe Money Financial Planning Firm

About Us

Bill Duggan, Owner and President of The Retirement Advantage, MI since October 2004, has been helping clients for over 30 years with their financial and retirement planning needs, so they have the financial means to achieve all their retirement dreams.  

Bill and his wife Charlotte have been married 43 years and are blessed with four children and three grandchildren.

Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism.

Bill is the Host of The Safe Money Radio Show on WDTK 1400 am/101.5 fm Detroit, The Patriot, every Saturday from 10 am to 11 am and every Sunday from 7 am to 8 am.  Livestream at https://patriotdetroit.com/ or on iHeart Radio.

Bill's Previous Work Experience: From October 1988 to July 1995, Vice President and Trust Officer with NBD Trust Company of Florida, North Palm Beach, FL.  From July 1995 to February 1999, Vice President and Corporate Trust Officer with NBD Bank/First Chicago NBD/Bank One, Detroit, MI.  From February 1999 to October 2004, Financial Advisor with Smith Barney, Troy, MI.

The Retirement Advantage MI is your Safe Money financial planning firm.  Receive excellent interest linked to domestic and international markets, with no risk of loss.  Utilize tax deferred and tax advantaged planning vehicles to make sure you never outlive your money.

Bill believes in giving back to his community:

Four County Community Foundation, Almont, MI.  www.4ccf.org  Bill is an Emeritus Trustee and served as a member of the Finance/Investment, Grant and Audit Committees.

Salvation Army Adult Rehabilitation Center (ARC), Detroit, MI.  Bill is an Emeritus Member of the Advisory Council.

Gateway Assembly Church, Imlay City, MI.  Bill is a director (elder) and serves as an usher, altar prayer leader and volunteers in other areas as needed. 

Community Bible Study, Macomb, MI,  Mens' Core Group Member