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Financial Planning

Secure Your Legacy With a Financial Plan

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:

  • Detailed balance sheet

  • Asset allocation

  • Alignment of investments with Investment Policy and client objectives

  • Recommendations for savings and withdrawal optimization (tax, timing, investment strategy, and more)

  • Recommendations to optimize company provided benefits including distribution planning for non-qualified retirement plans, optimization of all plans, and possibilities for improvement

  • Monte Carlo simulation

  • College funding analysis

  • Customized goals modeling

  • A client portal where asset values are collected and updated daily to provide a continually evolving window to view your total financial picture.

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