Resources

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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

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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.

Or give us a call at 1-800-68-DUNCAN (683-8622)

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DOWNLOAD THE GUIDE

Will a Recession Rob Your Retirement?

This complimentary guide walks you through four things to check now to help ensure you and your family are supported — even if the economy takes a dip.

What you’ll learn:

  • 5 sources of income (aside from Social Security) to factor into your retirement equation
  • A simple calculation to determine whether you’ve saved enough to retire
  • Alternative methods to create income without relying on the volatile stock market