z.Personal

Trust Duncan Financial as your Personal Advisors

Would you shop at a grocery store that offered only one brand of cereal? Likely not. So why would you shop for your insurance that way? Our seasoned professionals are ready to find you the best coverage, at the best rates. We are local, independent agents with over 125 years of industry experience and longevity within our agency.

We represent 40+ insurance companies offering affordable rates and quality coverages…let us do the shopping for YOU!

A Place for Everything—and Everything in its Place

Simplify Your Financial Life

Investments, insurance and tax matters all have dollar signs in front of them, so these things all naturally belong together. At Duncan Financial Group, we draw on a wide range of insurance products, financial services and tax planning skills in order to craft a comprehensive, integrated financial strategy that coordinates and complements ALL aspects of your financial life—whether as an individual, a business or both.

Nothing could be simpler.

Working With a Team of Professionals

Our commitment to you and our profession is evident in both the experience and credentials of the professionals on our team. They include Certified Financial Planners (CFPs®), Chartered Life Underwriters (CLUs), Certified Public Accountants (CPAs) and an attorney (JD). With each piece of your financial life part of a larger puzzle, an investment decision may have tax consequences or be adverse to your estate plan. Working with a firm that can help evaluate and plan comprehensively can make all of the difference in achieving the most successful outcomes for you and your family.

 

Duncan Insurance Group offers a variety of products to help protect your family from risks to life, health, home and property—a single resource to assist you in managing it all strategically, intelligently and economically.


Taxes

Everyone dreads tax time. That is why we try to make that time as simple and painless as possible. We realize that trust is important when it comes to knowing your taxes are prepared accurately and efficiently.

At Duncan Financial Group, we have a qualified team of professionals to provide superior excellence in our services. Our tax preparation group -Duncan Accounting and Tax Services, Inc. – is also about finding opportunities… rich opportunities for tax savings that can make a significant difference on our client’s balance sheets. In an ever-changing economy, our accounting and tax services department understands monetary value… not only on paper, but how it personally affects each of our client’s lives. That is why we’re here… to provide outstanding service with a personal touch of truly understanding your wants and needs.


 

Estate Planning

 

No matter your net worth, it’s important to have a basic estate plan in place.

There is no doubt that estate planning can seem to be an unpleasant topic to discuss, and therefore most people usually do nothing about it. Unfortunately, if you ignore those issues now, you may cost your family thousands or even millions of dollars later, as well as cause considerable anguish. Proper estate planning takes far less time and effort than most people imagine, and it can give you tremendous peace of mind.


Private Wealth Management

As Independent Advisors, we have a fiduciary duty to our clients: Their interests always come first. We provide personalized advice and guidance, with a focus on the client relationship, that takes a comprehensive approach to your wealth management: retirement and financial planning, income protection, investment management, estate & legacy planning and tax strategies:

Making It All Work Together.


 

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.