If you are like most of our customers, you wear many financial "hats." You are a provider, an investor, an insurance buyer, a taxpayer and a person hoping for financial security and a comfortable retirement. If you are a business owner, you wear twice as many hats. Over the years, we have crafted Duncan Financial Group to be a single source for all things financial-a firm that wears a lot of hats, like you.
Our mission is to help make all of your financial matters-investments, insurance and taxes-work together in a coordinated, comprehensive and strategic manner. We're a team of proven professionals with expertise in every area of the financial realm. You won't be working with one person who claims to be a "jack-of-all-trades, " but a team of experts dedicated to meeting your particular needs.
Our mission is to help make all of your financial matters-investments, insurance and taxes-work together in a coordinated, comprehensive and strategic manner. We're a team of proven professionals with expertise in every area of the financial realm. You won't be working with one person who claims to be a "jack-of-all-trades, " but a team of experts dedicated to meeting your particular needs.
Services
Duncan Insurance Group offers a variety of products to help protect your family from risks to life, health, home and property-a single resource to assist you in managing it all strategically, intelligently, and economically. Our seasoned professionals are ready to find you the best coverage, at the best rates.
Indiana Insurance is a team of experienced, independent agents that understands making financial decisions can be a daunting task. That's why Indiana Insurance has teamed up with Duncan Financial Group, to provide you with a comprehensive approach to insurance and financial planning.
Our combined team of experienced professionals now has the ability to help you reach your goals, with our same personal approach in areas such as retirement planning, taxes, debt management and more.Customer service is our hallmark, so knowing who will provide it for you is the most important thing for you to know about us.
Our combined team of experienced professionals now has the ability to help you reach your goals, with our same personal approach in areas such as retirement planning, taxes, debt management and more.Customer service is our hallmark, so knowing who will provide it for you is the most important thing for you to know about us.
Every transaction has tax consequences; knowing those consequences beforehand makes all the difference. That's why our forward-thinking approach includes a year-round consultation with our clients. We meet at least quarterly with most clients to offer advice on an ongoing basis, not just for a single tax season.
It's a common misconception that estate planning is only for the wealthiest one percent. In reality, estate planning helps you easily transition assets to loved ones while streamlining the settlement of an estate. Financial services firms like Duncan Financial Group can guide you through the intricacies of estate preparation; planning ahead to reduce some of the financial discomforts of your passing.
Their interests always come first. We provide personalized advice and guidance, with a focus on the client relationship, that takes a comprehensive approach to your wealth management: retirement and financial planning, income protection, investment management, estate & legacy planning and tax strategies: Making It All Work Together.
Reviews (10)
Chris Morgan
Jan 21, 2021
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I started a business in 2018 and knew my team needed to extend beyond payroll. The entire DFG3 team, and specifically Megan, have been the partners I've needed to mitigate risk, maintain compliance and find cost effective insurance solutions.
I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me.
If you own a business then you understand the importance of such a relationship and I'm pleased to have found mine so early in the game.
Thank you, Megan, for all that you do.
I'm not the subject matter expert for insurance, nor do I want to be. As the business grows, they grow with me.
If you own a business then you understand the importance of such a relationship and I'm pleased to have found mine so early in the game.
Thank you, Megan, for all that you do.
Nancy Conners
Jan 12, 2021
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Joseph Fiori
Jan 05, 2021
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Bree DeMoss
Jan 05, 2021
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CeCe Noca
Nov 27, 2020
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Jenn Long
Nov 19, 2020
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My family has been DFG customers for about 30 years now; and we’ve never had a bad experience!! Such an amazing family; and they built such an amazing company over the years! (And it still seems to keep growing!) They always make you feel like you’re part of the family in my opinion. Thank You; to all at DFG, for all that you do! You are greatly appreciated!
Tom Kubinec
Oct 15, 2020
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Amy Glenn
Aug 11, 2020
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Richard Hoffman Ph D.
Jul 12, 2020
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Cindy Henry
Jun 02, 2020
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