Broker Check

Our Services

Our firm has comprehensive knowledge in the core areas of financial planning to support you in pursuing your financial goals. We take the time to understand what is important to you while working with you to identify your short term and long term goals. We realize each client has varying circumstances and financial goals and we make it a priority to review and analyze your financial situation and provide direct answers to your retirement and financial questions.

Wealth Management

Let us formulate a wealth management plan that provides key elements to help you meet your personal goals and objectives. We believe in building personal and long term relationships with our clients while we manage their portfolios.

Investment Management

Investment management is a critical consideration in assessing your overall financial planning strategy. With so much information available, selecting the right move can be difficult. We offer simplified solutions when considering your investment options.

Retirement Portfolio Review

Conducting periodic retirement portfolio reviews allow us to evaluate your financial situation and create a retirement portfolio that is suitable for you. We believe it is important to review your financial situation to determine the probability of your assets providing lifetime security for you and your family.

Income Planning

At Duncan Financial, we will analyze your unique needs and goals and provide you with solutions to help plan your future. Today, our economic situation is complex. We present options that offer a realistic view of future income planning.

Retirement Planning

Whether you are retired or planning toward retirement, you've worked hard and saved for your lifestyle. We review your financial situation and offer an approach to help you prepare for your retirement future.

Retirement Process

Let Duncan Financial help you navigate the overwhelming process of transitioning into retirement. Understanding your choices is important to making an educated decision for you and your family’s future.