John Duncan, The

John Duncan, The "Uncommon Advisor" Email and Phone Number

Tax & Wealth Strategist | Author | Founder @ Gold Leaf Advisory
John Duncan, The "Uncommon Advisor"'s Location
Capistrano Beach, California, United States, United States
John Duncan, The "Uncommon Advisor"'s Contact Details

John Duncan, The "Uncommon Advisor" work email

John Duncan, The "Uncommon Advisor" personal email

n/a

John Duncan, The "Uncommon Advisor" phone numbers

About John Duncan, The "Uncommon Advisor"

I only work with families with substantial assets who greatly benefit from uncommon financial intelligence and resources. As a result, a typical client's net worth is usually $10 million or more.WHAT I DO: As a Wealth Specialist, I focus on helping clients avoid landmines and secure opportunities. I have been an innovator in this field for decades. I bring my Midwest values of honesty, common sense, and appreciation to each client relationship.------------------------► WHAT MAKES ME DIFFERENT:Unlike most advisers, I have spent several years researching what ultra wealthy families do different than everyone else. I wrote two books while on this journey to being a unique authority on the subject. Now I work everyday with wealthy clients. This kind of unparalleled access gives me the rare and super relevant perspective required to provide meaningful direction at a whole other level. My company is fiercely independent. I'm a collaborator and am always seeking to grow list of powerful solutions providers. No one has a monopoly on good ideas and in today's complex world, specialist have to focus on one thing to know it backwards and forwards. ------------------------► HOW I HELP PRIVATE CLIENTS:• Find out what's most important to them • Design the Strategy and Action Plan(s) based around What's Important to Them.• Provide Ultra Exclusive Access to an Expert pool of multi disciplined Providers• Immerse myself in each case and follow-up until complete.• Constantly maintain two-way communication.• Provide relevant guidance years after initial planning is in place.------------------------► MISSION STATEMENT: My team and I exist to do one thing better than anyone, to enable top achievers to secure unbreakable wealth positions.We are radically different, without hidden agenda, and fully committed going the extra mile for every client, every time. ✉john@goldleafadvisory.com

John Duncan, The "Uncommon Advisor"'s Current Company Details
Gold Leaf Advisory

Gold Leaf Advisory

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Tax & Wealth Strategist | Author | Founder
John Duncan, The "Uncommon Advisor" Work Experience Details
  • Gold Leaf Advisory
    Founder & Higher Wealth Specialist
    Gold Leaf Advisory May 1994 - Present
    Capistrano Beach, California, Us
    Ultra High End Financial Solutions provider whose relentless obsession is to curate the most relevant and powerful wealth strategies without regard for where they originate. Meaning we are privately owned and refuse to push any sales agenda of any product or company whatsoever. Wealth Specialist John Duncan leads a small army of expert technicians who integrate cutting edge strategy into clients plans to ensure maximal levels of financial freedom and independence from government taxation and regulation. Client's assets are positioned to maximize incentives offered deep within the text of the Tax Code. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)JWCA and Gold Leaf Advisory are unaffiliated entities.
  • Prudential Financial
    Financial Advisor: Investment Management & Insurance Planning
    Prudential Financial Jan 1990 - May 1994
    Newark, New Jersey, Us
    Learned to help individuals and business owners make informed decisions with regard to their financial lives. Investments and Insurance planning needs were diagnosed and solutions were developed and implemented. Specialties included risk management, Life Insurance Planning, Investment Selection and Financial Planning. Was Awarded "Advisor of the Year" honors and many other awards based on production and consistency of business.

John Duncan, The "Uncommon Advisor" Skills

Retirement Planning Estate Planning Investments Wealth Management Financial Planning Small Business Strategic Financial Planning Financial Planners Business Strategy Financial Advisory Business Planning Insurance Wealth Management Services Financial Analysis Investment Advisory Wealth Accumulation Life Insurance Investment Strategies Inheritance Tax Planning Asset Protection Tax Reduction Tax Advantaged Investment Strategies Roth Ira Independent Financial Advice Wealth Accumulation Strategies Wealth Preservation Planning Multi Generational Wealth Transfer Income For Life Tax Advisory Estate Tax Planning Business Tax Planning Personal Tax Planning Trusts Charitable Trusts Retirement Plan Consulting Qualified Retirement Plans Rollovers 401k Rollovers Estate Transfer Optimization Retirement Income Strategies Retirement Plan Distribution Wealth Preservation Strategies Comprehensive Wealth Management Tax Free Investing Inheritance Business Succession Planning Guaranteed Lifetime Income Investment Trusts Business Management Insurance Planning

John Duncan, The "Uncommon Advisor" Education Details

  • University Of Central Missouri
    University Of Central Missouri
    Finance And Computer Information Systems
  • Park Hill High School
    Park Hill High School

Frequently Asked Questions about John Duncan, The "Uncommon Advisor"

What company does John Duncan, The "Uncommon Advisor" work for?

John Duncan, The "Uncommon Advisor" works for Gold Leaf Advisory

What is John Duncan, The "Uncommon Advisor"'s role at the current company?

John Duncan, The "Uncommon Advisor"'s current role is Tax & Wealth Strategist | Author | Founder.

What is John Duncan, The "Uncommon Advisor"'s email address?

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What is John Duncan, The "Uncommon Advisor"'s direct phone number?

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What schools did John Duncan, The "Uncommon Advisor" attend?

John Duncan, The "Uncommon Advisor" attended University Of Central Missouri, Park Hill High School.

What skills is John Duncan, The "Uncommon Advisor" known for?

John Duncan, The "Uncommon Advisor" has skills like Retirement Planning, Estate Planning, Investments, Wealth Management, Financial Planning, Small Business, Strategic Financial Planning, Financial Planners, Business Strategy, Financial Advisory, Business Planning, Insurance.

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