You have retirement questions

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The DFM Path™

Get real answers to your retirement questions with the DFM Path™


Download the eBook

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.

The 5 biggest threats to your financial future

How to use the money you saved to combat them

Ways to ensure you won’t run out of money


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Instant Download Could a fixed index annuity be right for you?

Let’s face it — understanding annuities can be confusing! This simple guide covers the basics of fixed index annuities, including:

  • Why you should take a new look at annuities
  • How fixed index annuities can generate reliable income
  • Where to turn for financial guidance

“ 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



West Palm Beach, Florida

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