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Pension Retirement Planning

At Duncan Financial, we make it our business to sort out the complexities of pension retirement plans. We specialize in retirement transition planning and helping you understand your options at retirement. Our experience, paired with our focus on education, allow us to help you protect what you have worked so hard to earn.

Specializing in Retirement Transition Planning

Retirement planning is getting increasingly complex. We’ve helped many of our clients make the transition to retirement and we can do the same for you. We will walk you through the retirement process and help manage the details for accuracy and timeliness. Let us help guide you through the process so you can enjoy the retirement you have earned.


We offer workshops, that are company specific, to provide you with multiple opportunities to understand little known features of retirement plans, and tips on how to make sure the advisor you choose is looking out for your best interests. We don’t discuss funds or provide investment advice in the these workshops; we simply teach you about your company’s retirement and savings plans.

If you would like to meet with an advisor or find out more about Duncan Financial, you can contact us by phone (888) 756-7568, email, or click here to register for one of our upcoming educational workshops.