William Duncan, the founder and principal of Duncan Financial Planning LLC, grew up in Oklahoma, but has lived in the Las Vegas area for over 15 years, where he worked in the casino industry for over a decade. While working full-time, he earned his B.A. in Accounting and completed Boston University’s Financial Planning Program; he went on to pass the comprehensive Certified Financial Planner® exam on his first attempt.
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Your Professional, Fee-Only Planner
Many people look to others in their circle for investment and planning advice. Although well-meaning, your friend or relative may address one issue but will not know how that issue relates to, or how it will be affected, by another. You’re situation is unique: one size fits all financial advice can be dangerous to your wealth! That’s why turning to a professional, fee-only planner, that will consider your entire picture is a much safer bet for your fiscal health.