You have retirement questions
We have answers.
The DFM Path™
Get real answers to your retirement questions with the DFM Path™
Who Am I?
Taking an Introspective, Up Close Look at the Retirement Mirror
Jeff Duncan teaches you how to become CEO of your financial future.
Watch weekly to stay informed of recent financial topics that could impact your situation.
what could happen when you get in the market at the wrong time
How healthcare planning is changing
Which taxes could go up?
Your Retirement Income Checklist
Explore 10 topics to prepare for retirement
“Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:
- How to plan for a long life
- Why you may need a housing plan (or two)
- Planning for health care and long-term care assistance
“ Our goal at DFM is to replace client concerns with a lifetime of confidence by educating them on the financial services and tools available. Our intent is for every client to fully understand and feel secure with the retirement road map customized for them.”
jeff duncan | Founder