Duncan Financial Management
Duncan Financial Management, based in Saint Charles, MO, is an independent financial services firm dedicated to helping individuals design tailored retirement strategies that incorporate a variety of investment and insurance products. The firm, founded by Jeff Duncan, empowers clients by educating them on financial tools and ensuring they understand and feel secure with their personalized retirement roadmaps.
DFM aims to replace client concerns with a lifetime of confidence, addressing common retirement questions and providing real answers through their DFM Path program. They emphasize informed decision-making and strive to provide clarity on topics such as fixed index annuities and the threats to financial futures.
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