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This is not your standard everyday financial newsletter.

The DFM weekly update is sent to our clients every Monday. The focus is how the world of finance is changing and how it will affect the following:

  1. Taxes
  2. Investment
  3. Legacy
  4. Healthcare
  5. Income

Jeff takes his 36 years in the financial services business to weed out all the noise and get to the news and tax changes that could significantly impact your financial future, before events take place.

For $99 per year you will receive approximately 45 newsletters from Jeff Duncan.

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The DFM Path™

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

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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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Who Am I?

Taking an Introspective, Up-Close Look at the Retirement Mirror

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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?

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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

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“ 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

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TV TIMES

West Palm Beach, Florida

Saturdays | 10:00 a.m. | WPTV Channel 5 (NBC)
Sundays | 12:15 a.m. | WPTV Channel 5 (NBC)