Duncan Financial Group

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it! ????? https://hubs.la/Q03dFTFC0

We're in thick of tax season and our team is working hard to help all of our clients. Have you filed yet? ?? Here's a Tuesday Tax Tip: Keep track of your tax documents for at least 3 years after you file your return. This way, if you're audited or need to amend a return, you’ll have all the necessary records handy! If you need help with your taxes, reach out to us today! https://hubs.la/Q03d1rGK0

As a business owner you don't settle for satisfactory - you aim for above and beyond. Why should your retirement plan be any different??? You need a plan that will improve your business and simplify your life. We would love the opportunity to offer you a better plan - reach out to us today to learn more about our Retirement Plan Services at Duncan Financial Group!??

Someone turned 40 today!! Please enjoy this throwback of our CEO, Brian Duncan and our founder, Jack Duncan. ?? Join us in celebrating Brian's incredible journey and the enduring impact of the Duncan legacy! ??

?? Business leaders have told us they turned to Duncan Financial Group for business insurance because: ? You need an experienced team that can take the time to truly understand your business.?? ? You need an insurance program specifically designed for your needs, not a boilerplate policy.?? ? You are looking for creative results in managing your insurance costs.?? ? Access to the entire insurance marketplace, including alternative programs such as Captive or Self Insurance, needs to be explored.?? ? Understanding how to manage your risks in order to make them more attractive to insurance carriers will drive down insurance costs.?? ? Reducing or eliminating the headaches and frustrations of managing your insurance program is a top priority.?? Let us help you reduce headaches, control risks, and save on costs. Contact us today for a free consultation! ???

We swear we're working ?? ??

With the goal of helping employers achieve greater success, our unique Employer Success Program has not only helped employers slash insurance premiums by over $60 million dollars since 2004, but it is our ongoing, proven processes and Employer Success Modules that have also helped employers to ?? identify ?? control ?? & address the very issues and risks that they face that impede their growth, productivity, profitability, and even survivability. If you are looking for a broad team of specialists to help your business navigate and succeed in today’s ever-evolving, complex and challenging world, we are here to help you.??

Business owners - what’s the most valuable asset to your business? Your employees. When they succeed your business succeeds. ?? Studies show that when employees are struggling with financial concerns, they are easily distracted and less productive on the job. A Financial Wellness Programs allows you to invest in your employees by offering the resources needed to improve their finances and ultimately better perform in their role. ?? Beyond just retirement planning tips, our financial wellness team covers topics from cash flow, budgeting, and debt management, to social security, medicare, and more. ????? Empower the employees that power your business and you will see lasting results within your workplace. Contact us today to learn more!

There is no shortage of gray areas in the financial world. Our belief is simply this: “If you do the right things, good things will follow.” We seek to build long-term relationships with like-minded people and organizations, as we have for decades. ?? We seek to create a higher level of trust among families, their friends and the community. But beyond integrity, doing the right things means prudence in selecting the appropriate financial strategies for your particular circumstances and aspirations. There is no one-size-fits-all, cookie-cutter approach to our solutions. It means doing the right thing—for you.??

Meet all of the "Duncans" who work at Duncan! ?? We have seven Duncans (and are currently trying to recruit more, lol), that work at the company Jack Duncan founded in 1978. We know he would be so proud to see his kids and grandkids working together, continuing his mission and upholding the values he instilled in the company from the very beginning.??