what makes us different
Adaptation from a place of strength.
We learn what success means to you, and then help you achieve it. Our process builds around you as a true concierge service. You are paired with team members whose expertise solves for your unique needs with a comprehensive focus on client satisfaction. By molding our support around your business operations, you are able to utilize us as much, or as little, as suits your needs. We care deeply about achieving your goals.
Professional network with a shared purpose.
Duncan builds bridges around you. Bridges to faster, successful outcomes. Bridges to new market opportunities. Bridges to our network of like-minded brokers and advisors. We’ve built a platform that brings together elite-level solutions, support, and resources across all product lines— allowing you to be the trusted advisor for your clients.
Our approach helps to develop advisors and clients alike: delivering customized and comprehensive solutions that fit your clients’ needs rather than our business’ interests, alleviating the difficulties associated with doing business while cultivating deeper relationships with all stakeholders. We serve as the one source solution for the advisor to ensure their practice has the resources needed to deliver successful client outcomes – from financial planning to protection products, qualified plans and practice management – we stand ready to make your life better!