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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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 Kathryn Duclo, LUTCF

Kathryn Duclo, LUTCF

I am not new to numbers. I became a banker in 1976 and transitioned into Financial Planning in 1997. My passion is to help people make smart money choices. I want my clients to know that they have a personal CFO.

At the Office of Kathryn Duclo, our vision is to provide unbiased advice to pre and post retirees who are serious about their wealth to grow, protect, and distribute their assets to enjoy a lifestyle of their choosing.


 At MDRT.

At MDRT.

Helping People Make Smart Money Choices

So if you have a lot of financial stuff (an IRA here a stock account there) I could be your advisor. I have invested time, money, and research into finding easier ways to track and keep organized. Let me show you how I can simplify your paperwork so you and/or your family can know what you have and where it is at. 

My job is to work with people who want to gain clarity and organize their financial lives. Together, we can help you set goals that are attainable and stay on track to reach these goals. Allow us to help you make smart money choices so you can get back to enjoying your day-to-day life and retire on time.


 Hosting a movie night client event.

Hosting a movie night client event.

Helping through Financial Planning

The Office of Kathryn Duclo, Inc. is a full service practice. Not only do we service these areas: wealth accumulation, retirement investments, life insurance, health insurance, long term care planning, college funding, inheritance, and wealth transition, we develope full financial plans. We pretty much help with all of the heavy lifting for your financial data, information, and organization.


Smart Sensible Succession

It’s simple, we are growing. To accommodate our clients and the changing regulatory environment we are looking to add staff and another advisor. Some advisors will not stay in the retirement planning business due to the DOL ruling, so we are looking to acquire other practices. We have created a website 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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