Business Details
21 Years
experience
Your Trusted Partner for Comprehensive Retirement Planning
Founded in 2005, Duncan Financial Management has dedicated itself to addressing the gaps in comprehensive financial planning for individuals approaching or in retirement. Our firm specializes in crafting personalized retirement strategies that integrate income, investment, tax, healthcare, and legacy planning. With offices in Sunset Hills and St. Charles, Missouri, and West Palm Beach, Florida, we serve clients nationwide through a client-centric approach. Our team combines decades of industry experience with ongoing education to provide tailored solutions that align with each client's unique goals. We emphasize transparency, long-term relationships, and a commitment to helping clients achieve financial confidence. Our founder, Jeff Duncan, brings extensive expertise from his academic background and years in the financial services sector.The team includes professionals like Erica Duncan, Abby Sager, and Sean Duncan, who collectively ensure operational excellence and client satisfaction. Through our TV show, Your Money with Jeff Duncan, we extend our educational outreach to broader audiences. Our compliance with regulatory standards and focus on ethical practices underscore our dedication to trustworthiness. We continually refine our methodologies to adapt to changing market conditions while maintaining a steadfast focus on client needs. This combination of experience, personalized service, and educational commitment positions us as a trusted partner in retirement planning.
Services
Retirement Planning
Investment Management
Tax Strategies
Healthcare Planning
Estate Planning
Insurance Products
Annuities
Financial Consultation
Portfolio Analysis
Market Dynamics
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in retirement financial planning.
- Our comprehensive approach covers all critical retirement planning areas.
- We provide personalized strategies tailored to individual client needs.
- Our team holds advanced industry certifications and licenses.
- We maintain a client-centric philosophy with transparent communication.
Services
Retirement Planning
Our retirement planning service creates customized strategies addressing income, investments, taxes, healthcare, and legacy goals. We analyze individual financial situations to develop comprehensive roadmaps for long-term security. Our approach combines market expertise with personalized guidance to help clients achieve confident retirement outcomes.
Investment Management
We offer tailored investment management solutions focusing on portfolio analysis and asset allocation. Our strategies consider risk tolerance, financial objectives, and market conditions to optimize investment performance. We emphasize diversified approaches that align with clients' retirement timelines and financial goals.
Tax Strategies
Our tax strategies service develops customized approaches to minimize tax liabilities in retirement. We analyze income sources, investment vehicles, and estate planning elements to create efficient tax frameworks. Our solutions aim to maximize after-tax income while maintaining compliance with regulatory requirements.
Estate Planning
We provide estate planning services that address asset distribution, beneficiary designations, and wealth transfer strategies. Our approach ensures clients' wishes are documented while minimizing potential tax burdens. We coordinate with legal professionals to create comprehensive legacy solutions that protect family interests.
Annuities
Our annuity solutions offer guaranteed income streams for retirement security. We evaluate various insurance products to determine appropriate fit based on individual needs. Our service includes analysis of fees, surrender charges, and benefits to help clients make informed decisions about these long-term financial instruments.
People
Jeff Duncan
Founder, Principal
Jeff Duncan founded Duncan Financial Management in 2005 after identifying gaps in retirement planning services. He holds advanced degrees in finance and business administration, with licenses in insurance and securities. Jeff hosts the Your Money with Jeff Duncan TV show and oversees the firm's strategic direction.
Erica Duncan
Office Manager
Erica Duncan manages office operations and client records at DFM since joining in 2009. With over 30 years in financial services, she coordinates client appointments and handles HR responsibilities. Her organizational expertise ensures smooth daily operations across multiple office locations.
Abby Sager
Client Services Manager
Abby Sager serves as Client Services Manager since 2021, supporting clients and office staff. Pursuing a business administration degree with marketing focus, she brings seven years of customer service experience. Abby manages day-to-day operations while developing expertise in insurance and financial services.
Sean Duncan
Wealth Management Associate
Sean Duncan holds securities licenses and insurance certifications as Wealth Management Associate. With prior experience at TD Ameritrade and Wells Fargo, he analyzes market dynamics and investment vehicles. His expertise helps clients create defined financial paths for retirement.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies covering income planning, investment management, tax optimization, healthcare planning, and estate legacy solutions tailored to individual needs.
How do you help clients with financial security?
We create personalized financial roadmaps using market analysis, diversified investment strategies, and risk management techniques to help clients achieve long-term retirement goals with confidence.
What credentials does your team hold?
Our team includes professionals with securities licenses, insurance certifications, and advanced degrees in finance and business administration, ensuring qualified financial guidance.
How does your planning process work?
We begin with a comprehensive assessment of your financial situation, then develop customized strategies addressing retirement income, investments, taxes, and legacy planning.
What investment approaches do you use?
We employ diversified portfolio strategies considering risk tolerance, market conditions, and retirement timelines, focusing on long-term growth and capital preservation.
