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.
Take Your Retirement Plan From Incomplete to Complete
The Start of DFM
The Psychology of Money
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