What I do:
I help my clients pursue their financial future through a detailed financial planning process that focuses on their ability to determine their life goals. I educate, offer solutions and consult on how to pursue these goals through realistic planning strategies. I strive to arm my clients with the information and resources they need to make common-sense decisions that can help them pursue success.
Why I get up in the morning:
I love collaborating with my clients on their individual situations and have a passion for helping people. I enjoy helping my clients understand their options through an educational approach free from complicated industry jargon. However, what I love most is working with a client for the first time and seeing their appreciation for the clarity that our financial planning can process bring them.
Clients I work best with:
Individuals who want a clear and realistic understanding of their financial future. Business owners who want help sorting through a complicated portfolio strategy. Human resources professionals who manage company retirement plans. People who are in transition (job change, relocation, loss of a spouse, divorce, etc.)
What I tell clients:
Don’t panic! It’s easy to find bad news that will cause you to want to make quick decisions regarding your long-range investments. Having a plan of action in place with an appropriate strategy helps my clients understand what they are invested in, why they are invested in it and its correlation with the goal they are pursuing. At the end of the day, there are a lot of ways to measure retirement success, but I think it boils down to one thing: Having the means to do what you want, when you want ... without worry. And that’s my goal for each of my clients, no matter their current situation.
To schedule time with Duncan, click here.
CRPS conferred by College for Financial Planning.