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Fee-Only Financial Services

Duncan Financial Planning is a Fee-Only financial planning and registered investment advisory firm that serves Henderson and Las Vegas, Nevada. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Duncan Financial Planning can help you along the way.

Our services help you reach your goals:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Life and Disability Insurance Needs Analysis
  • Corporate Employee Financial Education —
    Seminars on 401(k)s, Employee Benefits, etc.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

You don’t have to have a fortune to start building one. Why not get started today?