Business Insurance, Risk Management Services

Business

Trust Duncan Financial as your Business Advisors

How a strategic, comprehensive approach to managing risk in your business, professional practice or nonprofit organization can benefit YOU.

A Place for Everything—and Everything in its Place

Simplify Your Financial Life

Imagine having a single source for auto, home, health and life insurance as well as investment management, risk management, retirement planning, and tax and accounting services … all delivered with an elite combination of precision and accuracy to fit your needs. One call. One company. ALL under one roof.

Nothing could be simpler.

Business leaders have told us they turned to Duncan Financial Group because:

  • They needed an experienced team that can take the time to truly understand their business.
  • They wanted an insurance program specifically designed for their needs, not a boilerplate policy.
  • They were looking for creative results in managing insurance costs.
  • Unique or customized servicing requirements were necessary.
  • Access to the entire insurance marketplace, including alternative programs such as Captive or Self Insurance, needed to be explored.
  • Understanding how to help them manage their risks in order to make their business more attractive to insurance carriers and drive down insurance costs.
  • Reducing or eliminating the headaches and frustrations of managing their insurance program was a top priority.

East Coast Risk Management

There is nothing like a fresh set of eyes to uncover risk in the work environment. We can quickly identify problems that are hiding in plain sight, but missed in the complacency bred by familiarity. As an objective party with your interests at heart, we truly become an extension of your business: a real partner.


 

Accounting Services

 

Duncan Accounting & Tax Services offers strategic, integrated tax, payroll and accounting resources as well as experience in service-based and manufacturing firms, with special focus on the medical service professions.


Group Benefits

Our goal is to achieve a breakthrough on bringing value to your employee benefits management and insurance programs. We are committed to utilizing our collective talent to support your insurance goals, and to keep them strategically aligned with your business objectives.


 

401(k) Retirement

 

The Retirement Plan Division, comprised of the Investment Services and Plan Administration departments, was founded to provide plan design and administration services to pension, profit sharing, and 401(k) qualified plans, regardless of size.

Our experienced staff averages over 20 years of industry experience and currently administers over 250 plans. Our clients range in size from sole proprietorships to corporations with over 1,000 employees. The Plan Administration Department provides a level of service commensurate with our clients’ needs. Whether the plan is a start-up or the takeover of an existing plan, we are available to recommend plan type, provide design illustrations, and discuss investment product information, as well as administer the plan. We offer a variety of plan types which we use in our comprehensive plan design process, as well as in-house Third Party Administrator (TPA) services.


One call. One company. ALL under one roof.

One call. One company. ALL under one roof.