Welcome to my site — I look forward to meeting you!
Wealth Strategist, Licensed Insurance Agent
Certainty. Control. Legacy.
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We’ll meet via zoom to discuss your financial goals & strategies to help you reach them.
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Are you:
- On edge about a market crash?
- Concerned with the impact taxes are going to have on your retirement & legacy plan?
- Fearful that inflation & taxes will continue to increase?
I will help you take control with strategies that allow for:
- Greater access to your invested money
- Secure, guaranteed growth regardless of market volatility
- Tax-deferred or tax-free growth of your savings & investments
- Passing wealth to the next generation, tax free
About Me
The Beginning
Like many, I made mistakes early in my financial journey, such as paying interest rather than earning it. We worked hard and sacrificed to get ahead: earn more, spend less, and knock out bad debt.
Blog
Side Fam Biz Funded by Infinite Banking
I’ve always admired Subaru Outbacks but never had one — ‘til today! Super economical and all-wheel drive, the perfect Colorado car. We purchased this ride for our new family side venture – the Turo car rental program (like AirBnB for cars). The kids will help manage the app/rentals and cleaning between renters – an opportunity
Gains Only Please!
Infinite Banking is not the only way we help people. Are you approaching or in retirement? 💭 Can you imagine an investment that goes up when the market rises ⬆️, but never down with a correction or crash 🚫📉🚫? And each time you go up, your gains are locked in (“gains insurance”)? We provide it
Finances: What Gauges Make Whole Life Insurance a Fit for Some?
Disclaimer: Whole Life is a very “charged” topic – people often have very firm views. I hope to provide a fair assessment of this often misunderstood topic… Quick Review: Term & Whole Life Ins: Term: You secure (or rent) life insurance for a term of time, like 20 years. Once the term of time is up,
Out of 5
- Yelp Reviews
Out of 5what My Clients Say
Best real estate consultant ever
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Gianna Irvin
Working with hank was our smartest decision
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John Oliver
Working with a real estate consultant turned out to be very profitable for us
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Becky George
Can you imagine an investment that goes up when the market rises ⬆️, but never down with a correction or crash 🚫📉🚫? And each time you go up, your gains are locked in (“gains insurance”)? We provide it at DuVall Financial Group.
Right now we are helping alot of people near or in retirement who are DE-RISKING. They’re saying, “I’ve done well, & now it’s time to secure my profits… YET I still want growth”.
- Several have exited the market but are sitting in cash that’s losing value. They want it to be secure, yet perform.
- Several others have extreme market exposure, & are ready for peace of mind.
🤔 Might this benefit a portion of your plan?
𝙁𝙞𝙧𝙨𝙩 3 𝙩𝙤 𝙙𝙞𝙧𝙚𝙘𝙩 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 𝙢𝙚, 𝙬𝙝𝙤 𝙩𝙝𝙞𝙣𝙠 𝙥𝙤𝙨𝙨𝙞𝙗𝙡𝙮 𝙨𝙤, 𝙬𝙞𝙡𝙡 𝙜𝙚𝙩 𝙖 𝙨𝙝𝙤𝙧𝙩 & 𝙨𝙬𝙚𝙚𝙩 𝙧𝙚𝙖𝙙 📖 𝙖𝙨 𝙖 𝙜𝙞𝙛𝙩! 🎁
#FaithFamilyFitnessFinances
🐢 #TheTortoiseWins