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December 18, 2020
Categories
  • Blog

Health of Your Financial Future

We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
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November 25, 2020
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  • Blog

8 Point Year-End Financial Planning Checklist

The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a […]
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April 2, 2020
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  • Blog

Another Way to Save: New Tax Credit for Plan Participants

According to a Transamerica Center for Retirement Studies (TCRS) report, fewer than four in ten U.S. workers know about a tax credit that may help them […]
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December 19, 2019
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  • Blog

7 Hidden Ways to Boost Your Tax Return

April 15th is right around the corner! If that date doesn’t ring a bell, April 15th is the deadline for filing your income tax return. Although […]
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October 25, 2019
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  • Blog

October Employee of the Month- Penny Brant

Please join us in congratulating Penny Brant for being selected as October’s Employee of the Month. Penny has been on the Duncan team for 21 years […]
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April 23, 2019
Jargon? Jar-Gone!
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  • Blog

Jargon? Jar-Gone!

Whether you’re new to “adulting” or working to achieve a new financial goal, understanding the terms and practices that you need to know can be a […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
“Cambridge Approval #217584.”

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