|  |  Futures So Brite is a locally owned and operated Risk Management, Tax and Retirement Savings firm that works exclusively with adults both pre-retirement and post retirement. As an adult you have an entirely different set of parameters and goals than those younger than you. We recognize that the “one size fits all” mentality of other “advisors” is at best foolish and at worst dangerous. Our practice is dedicated to and focused specifically upon your individual needs to assure that your specific goals are met. We use our flexibility as an independent firm to fulfill your goals. We are not restricted by company-mandated options and are not obligated to any company. Our professional associates are highly regarded CPA's and estate planning attornies.
Samuel F Duell, CFO
Sam is the Managing Member and serves as Chief Financial Officer for FSB,LLC / Futures So Brite. FSB,LLC is a Registered Investment Advisory firm with the State of Wisconsin. He has been involved in the financial aspects of private business since 1994. Sam is also an approved member of the National Ethic Bureau. Check your current advisors National Ethics Bureau standing at www.ethicscheck.com.
Sam’s company is locally owned and operated and is devoted to offering straightforward advice pertaining to tax saving strategies and “peace of mind” retirement planning to Fox Valley residents. Sam understands that older adults have an entirely different set of parameters and goals and takes pride in assisting them in protecting their assets and ensuring that their money lasts throughout retirement.
Sam is consistently recognized in the top tier of his industry, winning numerous awards and recognitions throughout the years. His extensive knowledge has helped numerous clients achieve a "Safe and Worry Free" retirement. He is a leading authority when it comes to tax savings and retirement planning.
His areas of expertise include:
Income Tax Reduction
Pension and Retirement Plans
Estate Planning and Preservation
CD and Money Market Accounts
Annuities
Life Insurance
IRA and 401K Rollovers
For more information, or a free consultation, contact our office.
John Wage, Client AdministrationJohn is our resident Personal Assets Analyst. He specializes in senior retirement security, using the "safety first" approach to investment allocations. His focus is the clients' whole retirement plan, incorporating their family goals, reflecting their individual lifestyle needs. John's expertise is in accounts repositioning, assets allocation, and wealth transfer. He represents our client’s interest to numerous established companies, finding the best fit for their financial needs.
His unique perspective of looking inside a clients retirement plan, past the "what is" and communicating "what should be" is a direct result of John's prior career in radiology and education.
Justin Duell, Tax ProfessionalJustin is currently attending school at the UW Fox Valley, and working towards a degree in business finance. Justin is a veteran of the United States Army, and has served nine months in Operation Iraqi Freedom. Justin is a graduate of the National Tax Training School, the Nation's foremost specialized Tax-Training Institute. He has 2 years of tax experience and is looking forward to the next tax season. Justin's responsibilities also include website administration and day-to-day office activities.
Jack, Office Mascot
Jack is a loveable smart yellow lab. He lives with Justin but he especially loves the attention of all of our guests. He is very smart and loves to show everyone his tricks. Jack was born around July 2007 but did not find a safe home until August of 2008. He was part of a broken home and suffers a broken back right leg. He was found with his mother and taken to the Chilton Humane society. That is where Justin thankfully found me. My position here is to meet and greet all of our guests, so come on in and say hello. |
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