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<b>Our Approach</b>

Our Approach

We create strategies that are tailored to your needs and goals.

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<strong>Our History</strong>

Our History

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<b>Are you recently retired or soon approaching retirement?</b>

Are you recently retired or soon approaching retirement?

Since 1986, Dluzak & Associates Inc. has worked with business owners, retirees and pre-retirees to "Be Inspired To Be Retired."

Our process creates a personalized and written Wealth Plan that strives to provide you with confidence, clarity and financial security.

We value lifetime relationships with our clients and their families. It is our honor to be working with the adult grandchildren of some of our very first clients.

Our clients are our best advocates! We love what we do and are good at it.

New clients are accepted from a national network of referrals from existing clients, accountants, and attorneys only.

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<b>Discover Hidden Opportunities.</b>

Discover Hidden Opportunities.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>New clients are accepted from a national network of referrals from existing clients, accountants, and attorneys only.&#160;</b>

New clients are accepted from a national network of referrals from existing clients, accountants, and attorneys only. 

For a Complimentary Consultation or to receive our Free Economic Updates & Tax Reports via email, contact Dluzak & Associates, Inc., complete the form and we will be in touch.

For a Complimentary Consultation or to receive our Free Economic Updates & Tax Reports via email, contact Dluzak & Associates, Inc., complete the form and we will be in touch.

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