You have retirement questions

We have answers.


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


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



West Palm Beach, Florida

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Mondays | 12:34 a.m. | WPTV Channel 5 (NBC)