Duncan Financial Group

Welcome to our Financial Planning Month mini series! ✏️ Today, Colton dives into how partnering with us keeps you informed on the latest financial legislation. Our dedicated in-house tax team is here to guide you through any changes, and we collaborate closely with them to ensure you understand how these updates may affect your financial plan.🗒️ Ready to dive deeper? Book your appointment now! https://hubs.ly/Q02TrNTJ0

"Humble yourself and be patient." In our newest episode of Discover the Duncan Difference, we sit down with Colton Hearn to talk about his job as a financial advisor. We discuss how he came to Duncan, why he loves what he does, and much more! 🎙️ If you are thinking about becoming a financial advisor or considering working at Duncan, we highly recommend tuning in for this episode! 🎧 Watch the full episode here > https://hubs.la/Q02Tc3m40 You can always listen in on Spotify, Apple, or Amazon - just search 🔍 "Discover the Duncan Difference."

October is Financial Planning Month and we are so excited to bring you a little mini series from a few of our advisors that highlights the importance of financial planning. ✏️ To kick it off, we have Kristen Hull, Associate Director of Financial Planning, to discuss why financial planning is important!🗒️ Be sure to follow us to learn more!

Check out the winners of the Norwin Chamber Golf Outing last week! Our very own John Duncan, along with our clients Bill Snyder, Tom Wheaton and Jeff Wheaton! ⛳ Kudos to the Chamber for a lovely day and great golf! 🏌️♂️

We were a very proud sponsor for the Community Human Services's largest fundraiser of the year, The Big Share! The Big Share makes a direct impact on the lives of our neighbors experiencing food insecurity. Every dollar raised supports their Food Pantry, which saw a staggering 112% increase in individuals and families served this past fiscal year. As food insecurity continues to rise in our community, CHS remains committed to meeting this growing need. 💙 We are happy to be a small part of this! 🤝

This past Saturday’s family-oriented company picnic was a success! There was great food, family fun and quality time that was much needed. 🍔 It was a wonderful opportunity to not only celebrate our team but also their loved ones who attended, reminding us of the support system behind each team member! Thank you to everyone who attended! 💙 It was a refreshing and rewarding day that brought our team closer together. Looking forward to our upcoming October picnic in Ohio! 🤝

Did you know September is Life Insurance Awareness Month?🤔 Well, if you didn't, we're here on the last day of the month to tell you it is!😂 This week on Discover the Duncan Difference, we sit down with Robb Stottelmyer, who has over 25 years of experience in the industry, to discuss the ins and outs of life insurance. Robb will share valuable insights on why life insurance is crucial for financial planning, the different types of policies available, and more. Whether you're a first-time buyer or looking to update your existing policy, this episode is packed with essential information to help you make informed decisions about protecting your loved ones' future.🎙️ Watch the full episode here > https://hubs.la/Q02Rttkt0 Or listen on Spotify, Apple, or Amazon! 🎧

Last night we had our first seminar with The Aaron Allen Community Foundation where Colton Hearn presented on financial literacy! 📒 It was a great turnout and the discussion afterwards was phenomenal. We are excited to continue this partnership and lead more seminars. Thanks to everyone who came out. 👏 A big thank you to Aaron Allen, M.S. for your time and effort. Thank you for giving us a platform to educate! 🤝

On Saturday some of our team members had a blast at the Pitt vs. YSU game! It was an exciting rivalry game because our partner agency, L Calvin Jones & Co. are YSU fans! 🏈 We kicked things off with a lively pre-game party with employees, clients, and family & friends before cheering on our team together! 🎉 Thanks to everyone who joined in on the fun. We enjoy these opportunities for our offices from different states to come together! 🤝 PS... P-I-T-T let's go PITT! 😉

This week on Discover the Duncan Difference, we sit down with President and COO of Duncan Advisor Resources, Larry Qvistgaard. 👏 Duncan Advisor Resources is our wholesale business where we support financial advisors with invaluable relationships, consultation, and technology. In this episode we chat with Larry about who we are, what we do, and the unique benefits of joining Duncan Advisor Resources. 🎙 Tune in to learn more and go follow Duncan Advisor Resources 💪 Full episode at this link > https://lnkd.in/efUkVdYP You can also listen on Spotify, Apple, or Amazon! 🎧