Investments
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Investments

The Role of the Professional Financial Advisor

At Duncan Financial Group, we believe professional financial advisors offer investors valuable insight into the factors that affect the economy and ultimately the stock market. An advisor has the knowledge and experience, in both up and down markets, as well as the time and personal attention to develop a specific investment plan to meet your needs. With the insight gained from your relationship with an advisor, you can make more informed investment decisions which will help you reach your financial goals.

What should you expect from a Financial Advisor?

According to the Forum for Investor Advice, an organization that supports the role of the professional financial advisor, investors should expect an advisor to:

  • Understand individual financial needs and help an investor formulate long-term investment goals and objectives
  • Help an investor develop realistic expectations by discussing the risks and rewards of investing
  • Match an individual’s goals and objectives with appropriate mutual funds
  • Continually monitor the individual’s mutual fund portfolio
  • Conduct regular reviews of an investor’s financial status to ensure proper positioning of the mutual fund portfolio
  • Help an investor “stay the course” of a long-term investment program
 

Contact Us


  • Thank you for contacting Duncan Financial Group. Please note that we cannot bind, change or cancel coverage via email, phone or any electronic/online system. You will need to speak directly to a licensed agent. Thank you for contacting us.
 
 

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