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Financial Planning

The process of financial planning starts with an assessment of your current financial situation to determine the probability of your assets helping you meet your financial goals.  

The first step in providing for your future is to have a comfort level with the following questions:

  • Am I comfortable with the amount saved for my future?
  • How will I know when to retire?
  • After my death, will my family receive the assets I have worked so hard to save?

The next step is ongoing. At Duncan Financial, we believe your financial situation requires ongoing monitoring and review to stay current with your life changes. We conduct consistent reviews, by qualified professionals, around your finances and investments.