Durso Capital Management
with Piece of Mind.
Understanding the difference between your fixed income and the retirement income you desire should be the first step of your financial journey.
That difference (your shortfall), should be solved in order to avoid liquidating assets or relying on an unrealistic rate of return.
Planning with our financial advisors will help define the retirement income you need, and most importantly, will empower you to solve your shortfall.
Clients First. Always.
Wealth Management that Puts Your Needs First.
Here at Durso Capital we believe in putting clients first. Always.
Having a relationship with our clients is the first step to understanding their financial needs. That’s why we pair you with an experienced financial planner so you can rest assured your financial decisions are in good hands.
We strive to make professional financial advice and investment services accessible to everyone. By using tools like Simplicitree®, an easy-to-understand yet very effective planning tool, it not only clarifies your future but empowers you to achieve it.
Put Your Plan Into Action
Life Doesn’t Stop and Neither Should Your Financial Planning!
Let’s have a conversation about your goals, your needs, and where you want to be in the future.
Our team of financial planners average more than 22 years of professional experience in all areas of personal finance, including the most important areas of investments, estate planning, insurance, and taxes.
July 10, 2018
As a parent, it is difficult to team your children how to save. Watch Charlie explain some tips on guiding your child to save. Through the use of a moon bank, Charlie makes it easy to teach your kids the importance of money.
July 10, 2018
I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.
July 5, 2018
The great debate, do I save for retirement or help my kids pay for college. Watch Charlie Bowers discuss this and give some great advice on how you can do both.
July 3, 2018
If you have any mutual funds in your portfolio, then you need to watch this!
June 23, 2018
Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!
June 18, 2018
Raising Kids is hard enough but when you add in the added pressure to teaching them to manage money when is’t tough for you and me. Learn some inside tips and tricks on getting your kids on the right path.
May 30, 2018
In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).
May 15, 2018
See Paul Durso discuss the Cryptocurrency hot topic on FOX 46 and learn what you don’t know about the new currency. Should you use it? Should you know more about it? What is it? All of this and more is discussed.
We’d love to hear from you!
If you have financial questions or want to schedule an appointment, you’re in the right place.