Don Duggin

When I sit down with clients, we talk about money, of course, but just as importantly, we talk about possibilities – living their dream in retirement, providing the best education for their kids, sleeping comfortably through a market decline or having a concrete business succession plan, for example. We focus on their possibilities – their goals – and the financial strategies to get them there.

In high school, I played the investing game. In life, though, investing is no game. So, I take care to truly understand each client's goals and the purpose for their money, to determine how much...