Duncan Financial Planning Advisors

Duncan Financial Group (DFPA) offers financial planning services through its licensed advisors. DFPA also refers clients to Cambridge Investment Research Advisors (CIRA) and receives referral fees. DFPA provides retirement plan services to sponsors and participants, including fiduciary consulting and non-fiduciary services. DFPA also offers business succession planning services to business owners. DFPA does not manage client assets or implement transactions.