Richard Duntley

Vice President Portfolio Manager Business Development

CFP®, CFA®

Bank of Ann Arbor125 S 5th Ave, Ann Arbor, MI 48104-1989

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Successful financial planning begins with understanding a client's goals, values, and current financial situation. Process starts with gathering information on a person's income, assets, expenses, taxes, insurance and estate plans. The information is reviewed for accuracy. A preliminary financial plan is produced from which a follow up appointment is scheduled where the plan is reviewed for changes or adjustments. Once finalized the plan is implemented and followed up on regularly to adjust for a client's life changes, market conditions, or new objectives. Ongoing reviews are essential to the proper implementation and maintenance of a financial plan.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.