M3 Wealth

M3 Wealth is a financial advisory firm that specializes in helping clients build customized Retirement Plans. The company focuses on Mapping a sustainable course to financial self-reliance, Measuring the impact of daily financial decisions, and Mentoring proven financial principles. Unlike traditional financial advisors or planners, M3 Wealth takes a comprehensive approach, discussing not only investments and life insurance, but also liquidity, safety, debt elimination, budgeting, risk management, insurance, and solutions for changes to Social Security, increased taxes, chronic care, and guaranteed income. Clients praise M3 Wealth's personalized service and the expertise of its founder, Duane Fugleberg. Duane is described as a "people person and problem solver" who takes the time to understand each client's unique financial situation and goals. He provides honest assessments and options, without pushing any particular product. Clients appreciate Duane's ability to use his knowledge and experience to create a clear picture of their current financial standing and the steps they can take to achieve their desired retirement and financial security. M3 Wealth has helped clients in various life stages, from those nearing retirement to young adults, providing them with hope, peace of mind, and the tools to manage their finances effectively. Clients consistently recommend M3 Wealth and Duane Fugleberg, stating that the firm's services have been a "blessing" and could "change your life."