Duane Francis | How it Works
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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