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Manteca, CA 95336
USA

209-825-8088

Independent unbiased financial advice to pre and post retirees who are serious about their financial future. We help you organize and maintain your financial information. 

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Our Firm

An important decision in your financial life is aligning with a professional that can instill confidence in you.  The right person is one who will be knowledgeable, flexible, unbiased and trustworthy.  At our firm, our founder, Kathryn Duclo, and her team have been serving individuals, farmers, and other business owners since 1997 with full service wealth management and risk management.

 We partner with our clients to achieve lifelong planning from one generation to the next.  We work with your team, which should include your CPA and Trust Attorney to achieve the goals you desire. Every plan is as personalized as are the clients we serve. 


 Kathryn Duclo, LUTCF

Kathryn Duclo, LUTCF

Before becoming a financial planner, Kathryn worked in the banking industry as a lender as well as in loss mitigation for over 20 years. Furthermore, she holds the following industry licenses: FINRA Series 6, 7, 63, 65, Life/Health Insurance, and the Life Underwriter Training Council Fellow (LUTCF) professional designation.

 She is a successful business leader in the financial world. The variety of financial service skills promotes the firm and clientele well.  Kathryn has served as President of the Manteca Hospice of San Joaquin Auxiliary and has served on many board committees including The Stockton Business Leadership Summit, the board for the Consumer Credit Counseling, the MDRT Foundation and The Million Dollar Round Table, a premier association of financial professionals.  

Kathryn has been recognized by the prestigious National Quality Award from NAFIA, the National Association of Insurance and Financial Advisors.

In her free time, Kathryn enjoys spending time with family. She participates in many community and charitable activities, as well as, enjoys traveling, reading and gardening.

 Serving At the MDRT.

Serving At the MDRT.


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Guiding to a Confident Financial Future

We utilize cutting edge technology to provide a living financial plan.  We will help organize and prioritize your financial goals to create a lifestyle of your choosing.  Allow us to do the heavy lifting of your financial life.  We are wealth managers that also provide risk management. This combination and our process will help you see path to your goals.


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Smart Sensible Succession

 

As our firm continues to grow we are seeking to add advisors and successfully acquire practices.  We also seek to merge with like minded advisors to provide for our clients continuity.  Please see our website at:

 

http://www.smartsensiblesuccession.com/


 With my husband.

With my husband.

How CEO in Slippers, Kathryn Duclo, transformed her practice and reduced her costs. Practice Management Presentation. Filmed at MDRT on June 17, 2015.


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