About

The Independent Financial Adviser For Your Financial Freedom

Insure your life

  • Save for retirement while insuring your life.
  • Protect yourself and your loved ones in the case of your long-term disability.
  • Shield your assets from the expenses of long-term nursing care.
  • Pass on your estate the way you want.
  • Protect your loved ones in the case of your untimely death.

Invest with confidence

Here David poses with his neighbor's 1969 Pontiac Firebird, which does the eighth-mile in under 5.0 seconds.

Here David poses with his neighbor’s 1969 Pontiac Firebird, which does the eighth-mile in under 5.0 seconds.

With Duke Financial, you have many financial tools available:

  • Basic investment strategies using stocks, bonds, and mutual funds
  • Tax-advantaged strategies for short-term and long-term savings plans
  • Alternative investments, such as gas and oil programs, real estate investment trusts, equipment leasing

Solve complex financial problems

Some examples include:

  • Cross-purchase plans in a business partnership
  • Benefits for employees in a small business
  • Fund-raising strategies for a church or charitable organization