Joey Duncan

Estate and Retirement Services Specialist

Role: Financial Analyst at Chaffee & Associates, Llc
Location: Minneapolis, MN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joey Duncan

With a passion for empowering families to secure their financial legacies, I specialize…

Experience

Financial Analyst
Chaffee & Associates, Llc
Jun 2023 — Present · Minnetonka, MN, US
Specializing in helping individuals, business owners, and families preserve their wealth. By providing family office services through our holistic approach, we are able to establish and preserve the legacy our clients want to leave behind

Education

University of St. Thomas
Finance and Data Analytics
2019 — 2023

Contact information

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Current company

Chaffee & Associates, Llc

Financial Services · 7 employees · Minnetonka, Minnesota, United States

In today’s rapidly changing economic and political landscape, Chaffee & Associates helps people direct and preserve their financial legacy. From the business owner handing over the reins to the next generation, to the hard charging executive preparing to retire, we help our clients navigate their complex financial life and work to ensure the preservations of their estate with tax efficient strategies. Planning based on your goals, with your values, and our unique holistic process sets us apart from the pack of attorneys, wealth management firms, and insurance companies. From making charitable donations, to planning a successful transition to the next generation of your business, we pride ourselves on comprehensive family estate planning. We help you navigate the challenges often faced when confronted with estate taxes. We help create plans for the continuation of your business with the next generation while protecting your retirement goals. We commit to upholding your estate preservation goals on an ongoing basis, supported by our own family succession plan here at the firm. Your financial life is complex. Chaffee & Associates will provide you with clarity. Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies.

callc.com

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About Joey Duncan

Experience

Financial Analyst

Education

University of St. Thomas

Find verified contacts for anyone on LinkedIn