Duncan Financial
Erik Duncan

Office: 602-808-1411

2201 E Camelback Rd
Ste 400
Phoenix, AZ 85016-3476

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

My Mission

"Seek to clearly understand the financial, professional and personal goals of my clients.  I will ask the challenging questions necessary to help my clients define and pursue their financial aspirations such that their wealth might grow and remain protected.  In addition, I will strive to help you build the safety net for yourself and individuals or philanthropic groups that you value most."

About Erik Duncan

As a licensed financial advisor, MBA Finance graduate from The Wharton School of Business and former Corporate Finance Banker, Erik Duncan and his team provide confidential insight on how best to solve the critical wealth accumulation, risk management and wealth preservation problems that surgeons, physicians, senior business executives and high net worth families encounter.

Erik Duncan can structure solutions that minimize the costly mistakes and untimely financial challenges that life, business transitions and simple procrastination create for very busy and highly successful professionals.

Erik Duncan can review and, if necessary, help restructure your current financial solutions or offer critical insight that can help you achieve financial wealth, security and flexibility.


Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.