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.
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.