Duncan Financial Planning is a proud member of the following societies and adheres to their standards of professional excellence and integrity:
Making competent, objective financial advice accessible
William Duncan is a member of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public’s best interests by making competent, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. William and his fellow Garrett network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, William is proud to offer the same quality, professional advice to all clients, not just the affluent.
Members bring the collective wisdom of the entire network – comprised of over 300 financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them. In addition, some Garrett members offer their services on a retainer basis, which is the case at Duncan Financial Planning, LLC. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients.
National Association of Personal Financial Advisors
Duncan Financial Planning owner and principal, William Duncan is a provisional member of the National Association of Personal Financial Advisors (NAPFA). This organization is highly respected in the financial industry and press for its commitment to championing fee-only financial planning and for taking a leadership role in furthering public knowledge of the fiduciary standard.
Toastmasters International
William Duncan is proud to be a member of Toastmasters International. Toastmasters is an excellent organization that helps the membership to communicate more clearly and effectively in all settings. You can also use your Toastmaster’s experience to get in touch with your inner leader. Visit www.toastmasters.org for more information on how you can find a club and get involved!
