What does it take to bridge the space from merely a wishful hope to a real possibility?
Planning, hard work, guidance, actionable goals, and clear-eyed overview of all the moving parts.
That’s what you get when you work with Allan Duncan. Throughout most of Allan’s career, he has been an entrepreneur. Relying on an intrepid cheerful spirit and a tireless work ethic, Allan understands the enormous trust that people lend him when he becomes their financial planner. He knows that it isn’t just money he manages, but people’s dreams of financial security, college graduations, thriving marriages, growing families, business ownership, and stress-free retirement. Because of Allan’s understanding of his role in helping people achieve their financial future, he cultivates lasting personal and professional relationships. He safeguards these relationships by listening to his clients, developing a personalized strategy for each client, and being transparent with the financial planning process.
A native of Georgia, Allan graduated from the University of West Georgia. Allan and his wife Naomi, a Family Counselor and College Professor, married in 1999. They settled in Peachtree City, where they raised their 2 daughters. His deep roots in Georgia are grown through his active membership in his church, and his local Masonic lodge. He also coaches softball and football. When you don’t find him working, you’ll find him golfing, trout fishing and camping with his family and friends.
- Independent fiduciary advisor
- Fee-Based Planning
- Business Retirement Planning
- Financial Planning and Wealth Management
- Insurance and Disability Planning
- Investment Strategies
We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
Monday – Friday
from 9:00 to 5:00