Wealth Management with Duane Francis
I provide comprehensive financial planning which encompasses retirement, education, investment, estate, insurance and tax planning. If we develop a successful working relationship, I can help you to achieve your goals and provide you with peace of mind.
You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.
- Treat you with respect, honesty and dignity
- Act as your advisor, putting your interests first
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- Explain the implications of the strategies I propose
- Update you by email, mail and phone
- Meet with you regularly to review your current financial situation