You have retirement questions

We have answers.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In 3 Easy Steps:


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using our Retirement Analyzer, we’ll examine your current financial situation, and determine your retirement needs.


Receive a custom DFM Path™ strategy to help you reach your unique retirement goals.



Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

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

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Which taxes could go up?


“Our goal 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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