TASS TIPS: FINANCE & PLANNING
- Minimize the amount of your debt, including credit cards.
- Be aware of phone and computer scams and never give out personal information such as Social Security number, date of birth, account numbers, etc.
- When searching for a Financial Advisor, check on their background and professional designations before engaging with them.
- Have a budget and complete a cash flow worksheet to identify sources of income and expenditures.
- Periodically review your insurance and retirement account beneficiaries, as well as investment performance.
- Conduct an annual financial checkup with your Financial Advisor and/or Insurance Agent.
TASS SPOTLIGHT: JEFF DUNCAN
Duncan Financial Services, LLC (DFS) is a full-service, financial organization located in Saddle Brook, NJ that has provided insurance and investment solutions for individuals and families for over 40 years. Our mission is “to always put the needs of our clients first, listening carefully to their priorities and aspirations before making any recommendations”. Our goal is to help our clients make informed and confident decisions based on a personalized long-term financial strategy that will help protect them and their families and sleep well at night. We believe what also sets us apart from many other financial firms is our bend-over-backward service and the time we spend educating our clients about what options are available to them. We are proud of the fact that many of our client relationships are long term encompassing second and third generations.
Our range of expertise includes, but is not limited to, Retirement Planning, Social Security Planning, Estate Planning and Long Term Care Planning. We have the ability to access the needs of our prospective client’s, and then search the marketplace for the best insurance and investment plans to fit their short, intermediate and long term objectives.
At DFS, we have always believed that the best way to help our clients is to approach their planning using the “team approach”, working closely with their other advisors, including their CPA and attorney. In doing so, all of the team members can coordinate for the best possible outcome that will be most beneficial to our client and their families. Our annual review process was designed to make certain our clients are kept informed and up to date with the performance and progress of their insurance and investment plans, making any necessary adjustments to improve such programs as needed.
Our knowledge, experience, and education has resulted in our being able to offer a variety of products including Long Term Care insurance, life insurance, disability income protection, annuities and investments to suit our client’s needs.
So, whether you’re looking toward a milestone event like retirement, are in retirement and looking for additional income, or searching for financial protection for your family or business, we’ll give you our full attention, insight and guidance to help you on your path toward financial security.
We would be pleased to schedule a one-on-one meeting or provide you with any information to assist you by contacting us at:
Duncan Financial Services, LLC
250 Pehle Ave., Suite 405
Saddle Brook, NJ 07663
Phone: 973-237-4326 Email firstname.lastname@example.org
Jeffrey H. Duncan is a registered representative of and offers securities, financial planning and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory office: Park 80 West Plaza One, 250 Pehle Avenue, Suite 405, Saddle Brook, NJ 07663, 973-237-0100. Duncan Financial Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
If you are looking for guidance on the best senior services in your area or just some friendly advice, TASS would be happy to help you and your family make the most informed decisions about future possibilities.
These areas include healthcare, therapy, legal, accounting, financial, household and a variety of personal services. The fee for these services is based on each professional; however, some have special discounts for seniors! For a full list of available services, please visit our website at https://www.tassgroup.org/. Give us a call at 1-866-317-0777!