What We Offer
At Duncan Financial Management, Inc., we believe everyone should be able to live the retirement they’ve always wanted. That’s why our team of professionals created The DFM Path™ to provide Americans with:
Security | Independence | Well-Being | Stability | Freedom
We can create a well-thought-out strategy to help you address your financial needs and concerns.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Roth Conversions
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Goal Setting
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
Beneficiary Designation Review
Estate Expansion
Maximize Estate & Income Tax Planning Opportunities
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax planning
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
INSTANT DOWNLOAD
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
INSTANT DOWNLOAD
Just How Safe Is Your Insurance Company, Really?
With this eight-page instant download, you'll discover:
- Who oversees insurance carriers
- How carriers and policies are regulated
- What happens when something goes awry
