The Benefit of a Financial Advisor

Are You Planning for Retirement?

It's never too early or too late to start planning for retirement! This week we sit down with Tim Kunkle and had a great discussion about how we help businesses and employees with retirement planning. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

The Benefit of a Financial Advisor

This week we sit down with Julie Snyder, one of our financial advisors, to chat about what she does, how she came to Duncan, and what she loves about his job! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

Your Financial Advisors

This week we sit down with Colton Hearn, one of our financial advisors, to chat about what he does, how he came to Duncan, and what he loves about his job. If you're interested in working at Duncan Financial Group or thinking about becoming a financial advisor, this is a great episode to tune into! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

Life Insurance Awareness Month

This week we sit down with Robb Stottlemyer, Director of Life Brokerage Sales, to chat about life insurance. This is a great discussion to tune into and has some valuable information! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

How We Help Financial Advisors

This week we sit down with Larry Qvistgaard, President and COO of our branch Duncan Advisor Resources. DAR is our wholesale branch where we serve advisors and clients across the country. We talk about how DAR started, what we do, and how we help financial advisors. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.