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.  To provide transparency, DFM has entered into an agreement with a third party auditing firm (NRS) www.nrs-inc.com.  NRS will perform quarterly audits on the firm.  The results will be given to the Secretary of State for review.

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

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

Duncan Financial Management, Inc. provides strategies for 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 brokerage 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, Suite 222 St. Charles, Missouri 63303

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


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