Duane Fugleberg

Partner & Retirement Specialist @Suncrest Advisors

Idaho Falls, ID, US

After a very successful career in banking, Duane founded M3 Wealth in 1996. He is now a Partner and Retirement Specialist at Suncrest Advisors. His primary focus is Retirement Made Simple! Duane is one of the premier Retirement Specialists in the intermountain area, he is a financial cartographer and certified National Social Security and Long-Term Care Advisor. Duane and his team focus on identifying and overcoming Retirement obstacles. The team at Suncrest Advisors provides a holistic approach to Retirement Planning and Wealth Management. Suncrest Advisors is a unified team of CFP Professionals, Financial Advisors, Wealth Management Specialists, and certified Social Security and Long-Term Care Advisors.Their Retirement Planning process is stress-tested to address; safety, liquidity, Social Security timing, upcoming changes to Social Security, wealth management, market volatility risk, inflation, taxes, mortality, longevity, debt elimination, budgeting, risk management. and how chronic care or long-term care expenses can erode or scramble your retirement \"nest egg\".