Duncan Financial

Duncan Financial Duncan Financial is an independent financial services firm committed to providing our clients with a direct approach to financial planning.

We work closely with you to create a financial strategy that meets your needs. We deliver independent financial advice that is designed to help you meet your short term and long term investment and retirement goals. We are not swayed by proprietary interests and provide you with direct advice that puts your needs first. Our experienced advisors have the knowledge to provide simplified solutions to

planning your financial future. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Duncan Investment Advisors, Inc. (DBA Duncan Financial) and Securities America companies are seperate entities. CA Insurance Licenses: Charles Duncan #0706371 & Paul Duncan

Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.

07/29/2022

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Duncan Financial advisory team, please like/follow the Beacon Pointe page.

06/01/2022

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

05/25/2022

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Are you overpaying your ? Here’s five overlooked .
05/11/2022

Are you overpaying your ? Here’s five overlooked .

Five overlooked tax deductions to help manage your tax bill.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
04/27/2022

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Many have heard they should avoid probate; do you understand what probate is and how it works?
04/20/2022

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Here are a few key factors to consider when naming an executor for your estate.
04/13/2022

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
04/06/2022

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

When was the last time you paid yourself first?
03/30/2022

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
03/23/2022

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
03/16/2022

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

When the rules of the game change, tactics should follow in response to the new landscape.
03/09/2022

When the rules of the game change, tactics should follow in response to the new landscape.

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Address

5973 Avenida Encinas, Ste 210
Carlsbad, CA
92008

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18887567568

Website

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