Donald D. Duncan, CFP^®

Our Affordable Family Office Service is for people who want to outsource their financial headaches. We combine our Advanced Portfolio Management Service with our Financial Planning Services. We start with the creation of a complete broad-based financial plan, including specific investments structured to achieve your cash flow needs, while consistent with your risk tolerance. We analyze your estate and retirement planning needs, as well as your insurance needs, and offer specific recommendations. We prepare your federal and state tax returns, looking for tax savings strategies to benefit you. Our knowledge of your tax situation allows us to manage your portfolio in the most tax efficient manner. We provide detailed investment performance reporting semi-annually. We do the administrative work necessary to consolidate your accounts, making it easier for you to manage your wealth. We offer this service as a percentage of the assets we manage for you, or on a fixed quarterly retainer basis.

Our Advanced Portfolio Management Service is for people who are too busy to manage their own portfolios, or don’t have the desire to. Our clients prefer the experience of dedicated CFA and CIMA certificant portfolio managers managing their investments to achieve their financial goals. We utilize a list of thoroughly researched mutual funds and exchange-traded funds, in addition to index funds, with a strategy consistent with your risk, return and cash flow expectations. Portfolios are monitored daily with CFA compliant performance reported semi-annually. Additionally, assets are adjusted to anticipate market changes and when your needs change. We offer this service as a percentage of the assets we manage for you, or on a fixed quarterly retainer basis.

Our Financial Planning SOS (Second Opinion Service) is for people who want to take an integrated approach to their financial future. Volatility in the markets and concerns about retirement makes you wonder if your investments, estate documents and insurance policies are designed to efficiently work together to accomplish your unique goals while managing risk. We have the education of CFPs, CPAs, CFAs, CIMAs and MBAs, and experienced portfolio managers working together on your behalf. We help you make smarter financial decisions. We offer this service on an hourly or project basis. You determine how we can serve you and we will provide you the estimated fees.