|
|
|||||||||
|
|
Our mission is to help you formulate, monitor, and ultimately achieve your financial goals. Our goal is to help you build real wealth. At Duncan Financial Group, we provide years of experience in finding the right financial plan for you. We understand that each person faces unique and ever-changing financial needs. Your time line for investing may be different from the person next to you, as is your tolerance to investment risk.
Asset Allocation is
the foundation of a strong investment portfolio. Generally, the greater
the level of risk associated with an investment, the greater the potential
rewards it offers the investor. On the other hand, investments with
lower risks deliver lower returns. However, with proper diversification
of your assets you can help reduce your risk and potentially improve your
return at the same time.
Asset allocation works best when customized to your specific objectives. Always consult an investment professional before making any decisions about your portfolio. Everyone at one time or another needs funds available for unexpected emergencies, dreams of a new home or owning your own business. Maybe you are mainly interested in building your wealth. As an independent provider of financial products and advisory services, we are dedicated to finding the right investment vehicles for you through a seemingly endless array of investment options. Investment Options · Mutual Funds · Stocks and Bonds · Fixed and Variable Annuities · Tax-deferred Annuities · Money Market Mutual Funds Advisory Services · Managed Accounts · Asset Allocations ASK DAVE DUNCAN Frequently asked questions answered by our CEO. THE ROLE OF THE PROFESSIONAL FINANCIAL ADVISOR
Securities and Investment Advisory Services offered through
representatives of Tower Square Securities, Inc., a securities broker/dealer (member FINRA
/ SIPC ) and a Registered
Investment Advisor. Duncan Financial Group is a separate entity from Tower Square
Securities, Inc. David Duncan, Robert McCalmont, Lori Ruffner, Craig Baum, John Douglass Smith, Robert Bardsley and Joseph Lundie are investment advisory
representatives and registered representatives of Tower Square Securities,
Inc. They are collectively registered in AZ, CA, CO, CT, DC, DE, FL, GA,
IA, IL, IN, KS, KY, LA, MA, MD ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA, WI, and
WV for the sale of securities products and are licensed to sell life insurance products in AZ, DE, FL, IN,
KS, KY, MA, MD, MI, MO, NC, NJ, NY, OH, PA, TX, VA, WV, and WY. Darla does not offer or provide investment advisory services discussed
throughout this website. 7562 Route 30 North (724) 863-3287 L01084451[EXP0109] |
||||||||
