If you are like most of our customers, you wear many financial "hats." You are a provider, an investor, an insurance buyer, a taxpayer and a person hoping for financial security and a comfortable retirement. If you are a business owner, you wear twice as many hats. Over the years, we have crafted Duncan Financial Group to be a single source for all things financial-a firm that wears a lot of hats, like you.
Our mission is to help make all of your financial matters-investments, insurance and taxes-work together in a coordinated, comprehensive and strategic manner. We're a team of proven professionals with expertise in every area of the financial realm. You won't be working with one person who claims to be a "jack-of-all-trades, " but a team of experts dedicated to meeting your particular needs.
Our mission is to help make all of your financial matters-investments, insurance and taxes-work together in a coordinated, comprehensive and strategic manner. We're a team of proven professionals with expertise in every area of the financial realm. You won't be working with one person who claims to be a "jack-of-all-trades, " but a team of experts dedicated to meeting your particular needs.
Services
Personal Insurance
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Duncan Insurance Group offers a variety of products to help protect your family from risks to life, health, home and property-a single resource to assist you in managing it all strategically, intelligently, and economically. Our seasoned professionals are ready to find you the best coverage, at the best rates.
Indiana Insurance
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Indiana Insurance is a team of experienced, independent agents that understands making financial decisions can be a daunting task. That's why Indiana Insurance has teamed up with Duncan Financial Group, to provide you with a comprehensive approach to insurance and financial planning.
Our combined team of experienced professionals now has the ability to help you reach your goals, with our same personal approach in areas such as retirement planning, taxes, debt management and more.Customer service is our hallmark, so knowing who will provide it for you is the most important thing for you to know about us.
Our combined team of experienced professionals now has the ability to help you reach your goals, with our same personal approach in areas such as retirement planning, taxes, debt management and more.Customer service is our hallmark, so knowing who will provide it for you is the most important thing for you to know about us.
Taxes
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Every transaction has tax consequences; knowing those consequences beforehand makes all the difference. That's why our forward-thinking approach includes a year-round consultation with our clients. We meet at least quarterly with most clients to offer advice on an ongoing basis, not just for a single tax season.
Estate Planning
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It's a common misconception that estate planning is only for the wealthiest one percent. In reality, estate planning helps you easily transition assets to loved ones while streamlining the settlement of an estate. Financial services firms like Duncan Financial Group can guide you through the intricacies of estate preparation; planning ahead to reduce some of the financial discomforts of your passing.
Wealth Management
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Their interests always come first. We provide personalized advice and guidance, with a focus on the client relationship, that takes a comprehensive approach to your wealth management: retirement and financial planning, income protection, investment management, estate & legacy planning and tax strategies: Making It All Work Together.
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