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Collaborating with C- Level Executives, Small Business Owners & Medical ProfessionalsHighly compensated professionals often fall short of their future income and wealth goals due to the ‘savings gap’. Simply stated, the ‘savings gap’ is the distance between (i) the total amount of capital a highly compensated executive requires for the future and (ii) the small percentage of this goal attained through annual contribution limits to a company sponsored 401k or other ‘qualified’ retirement plan. The Duncan Financial Team collaborates with highly compensated professionals and private business owners to create ‘non qualified’ plans specifically designed to fix the ‘savings gap’. In addition, these ‘non qualified plans’ are often implemented to recruit and retain the motivated, talented and valued professionals that are critical to a company’s success.
Building an Investment PlanIn today’s complicated and mercurial investment arena it can be challenging for an investor to know that his investment plan is really a ‘plan’ rather than a collection of various investment accounts held at different brokerage firms or company sponsored retirement plans. Identifying, understanding and fixing the common pitfalls and mistakes that one makes over a lifetime of investing can often be the difference between attaining financial security or experiencing financial frustration.
Duncan Financial assists you in identifying your investment philosophy, investment habits and investment goals – a reliable investment plan is much akin to a successful business plan in that the plan is developed, reviewed, implemented and then adjusted for changes in the market or the goal of the investor. Duncan Financial can help you build an investment plan that fits your goals and objectives for the long run.
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My Mission"To help my clients define and pursue their financial aspirations." -Erik Duncan About Duncan Financial and Erik DuncanAs a licensed financial advisor, MBA Finance graduate from The Wharton School of Business and former Corporate Finance Banker, Erik Duncan and Duncan Financial provide confidential insight on how to best solve the critical wealth accumulation, risk management and wealth preservation issues that surgeons, physicians, senior business executives and high net worth families encounter. The Duncan Financial Team and Erik Duncan can structure solutions that maximize your investments despite the untimely financial challenges that life, business transitions and time pressures create for very busy and highly successful professionals.
Erik Duncan and Duncan Financial can review and, if necessary, help restructure your comprehensive financial plan to help you expand your wealth with lifelong security and flexibility.
Duncan Financial Value PropositionDuncan Financial seeks to clearly understand the financial, professional and personal goals of our clients. We will ask the challenging questions necessary to help our clients define and pursue their financial aspirations such that their wealth might grow and remain protected. In addition, we will help you build the risk management safety net for yourself and the individuals or philanthropic groups that you value most. Investment InsightsDeveloping Your Investment Strategy Your goals are what count, so keep them firmly in mind when you make financial decisions. Read more. Using Diversification to Combat Risk Allow money the opportunity to grow regularly with fewer fluctuations along the way. Read more. Economic Commentary - July 2010 Monthly economic commentary and investment analysis for your consideration.Read more. |
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Duncan Financial is a marketing name for Erik Raymond Duncan and is not a broker-dealer, registered investment adviser, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. Erik Raymond Duncan is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 2201 E Camelback Rd Ste 400, Phoenix, AZ 85016-3476, 602-808-3400, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Arizona are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Erik Raymond Duncan is primarily licensed in Arizona and may be licensed in other states. CA License: #0E57355 |
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