Duncan Premier Planning Group
Duncan Premier Planning Group offers strategic solutions for clients with complex financial needs through credibility and confidence. Our team has decades of experience in asset management, retirement, estate, tax, business owner, and risk mitigation planning. Unlike typical financial advisors, we take a holistic, multidisciplinary approach to understand and coordinate your entire financial well-being.
Value our Financial Planning Process
Working with Duncan Financial Group ensures a comprehensive approach with personalized, concierge-level service. Each plan is tailored to your specific goals and needs, focusing on growing, leveraging, protecting, and transferring your wealth. To add value, we offer a bundled fee schedule for our Premier Planning clients, covering the following services in one annualized fee:
Meet the Executive Chairman, David Duncan
"Over the last 40 years, we’ve built our company by helping clients holistically plan for and protect their future. While terms like “fiduciary” and “comprehensive” have come in vogue in recent years, it’s been core to our client offering and relationships for decades. We look forward to continuing to serve families and businesses that value a trusted advisor relationship that helps takes charge of their entire financial life."
David Duncan, Executive Chairman