Duncan Financial Management, Inc. is committed to our clients by building a strong and long term relationship in helping to identify their goals, dreams and concerns.  We bring to our clients a high level of expertise in helping them accumulate and protect their wealth in the most tax efficient manner.  In addition, we protect our clients and their families through prudent use of insurance and investment vehicles.

We work primarily with pre-retirees, retirees and surviving spouses, concentrating on all the financial aspects important to our clients.  These financial aspects include, but are not limited to:

• Estate tax reduction or elimination
• Income tax reduction or elimination
• Reducing capital gains
• Retirement planning
• Strategic investment planning
• Elder care planning
• Strategic wealth management

Duncan Financial Management, Inc. provides Estate tax reduction or elimination , income tax reduction or elimination, reducing capital gains retirement planning , strategic investment planning , elder care planning and strategic wealth management.

We understand that money is only one part of a rewarding life.  Equally important are your goals, your personal and professional skills, and the choices you make regarding how to spend your time.  We help you identify what you wish to accomplish with both your financial resources and your other priorities, then we develop strategies to help you get there.

Since we are unaffiliated with any bank, or insurance company.  We develop a custom package to provide the most objective advice as possible.  We promise to put your interests before our own at all times.  Moreover, we promise that throughout all the years and decades we work together, you will never find another firm that will care more about you and your family, or be more deeply committed to the realization of your financial goals.    

Main Office 10805 Sunset Office Drive, Suite 212 Sunset Hills, Missouri 63127
St. Charles Office 1550 Wall Street St. Charles, Missouri 63303
Chesterfield Office 17107 Chesterfiled Airport Road, Suite 310 Chesterfield, Missouri 63005

Phone 314-835-1111
Fax 314-835-1229


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