Team Duncan Financial: Certified Financial Planner & Adviser

Your Financial Plan could be missing one KEY ingredient!

Without even knowing it, YOU could be sabotaging your financial decisions.

Use this free resource to uncover the key variable that could change the way you approach your financial life!

Meet Eric & Amy

Team Duncan Difference

In an industry riddled with salespeople peddling product after product, Team Duncan has committed our practice to a BETTER WAY….

We are advice-based. Our client’s interests are at the heart of everything we do. We believe that advice implemented with aligned intentions between advisor and client results in better financial decisions and outcomes. We are here to honor who you are now and help support you in who you want to become.

Team Duncan Process

Your Plan Tells YOUR Story, includes YOUR Values and YOUR voice

Finances touch every aspect of your life. Your personal life and your financial life are not separate. Your Financial Life Plan isn’t just about your money- it’s about your life.

Our Team

Husband and Wife team, Eric & Amy Duncan, represent a rare balance and a refreshing approach to Financial Planning and Advisory relationships.

At Team Duncan Financial, we respect the SOURCE of your wealth, value the PURPOSE of your money and honor your EXPERIENCES.

Our Solutions

Comprehensive Financial Planning is not just about projections, models and portfolio management.

The foundation for your relationship with Team Duncan is built on informed and objective advice and encompases your complete financial life plan.

There are a lot of nuts and bolts that fit together to create your big picture. Team Duncan offers service models to meet all your planning and investment needs:

It starts with a conversation...

Schedule your free Discovery EXPERIENCE with Team Duncan Financial and you’ll immediately gain valuable tools to start aligning your values, goals and desires for better financial decisions.

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA & SIPC Investment advisory services offered through BFC Planning. Team Duncan Financial is not affiliated with BFCFS and BFC Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The information contained in this website is not a complete analysis of every material fact with respect to any market, company, industry, security, or investment. Opinions expressed are subject to change without notice. Statements of fact have been obtained from sources considered reliable, but no representation is made by Berthel Fisher Companies, any of its affiliates or any representative of the company as to completeness or accuracy.

Nothing here should be construed as an offer to buy or sell, or solicitation of an offer to buy or sell any securities. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining value.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, CT, FL, IN, KS, MD, MA, MO, NM, OR, PA, TX, VT and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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