Duane Francis | How it Works
1091
page-template,page-template-full_width,page-template-full_width-php,page,page-id-1091,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,hide_top_bar_on_mobile_header,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-5.6,vc_responsive
 

How it Works

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.

I will:

  • 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
OUR SERVICES