Financial planning is at the very core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to achieve multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
We utilize our Comprehensive Wealth Management System to deliver Financial Planning services. The Duncan & Haley, Ltd Financial Plan provides appraisal in the following areas:
The Result: An always up-to-date (by the minute), living, breathing financial and estate plan. Financial planning through Duncan & Hailey, a Registered Investment Advisor
Financial Planning is Our Core Service
Preserve and protect your assets with a Comprehensive Wealth Management Plan.