Duff & Associates

Planning Pays Off

 

In 1986, Daniel P. Duff, already an accomplished financial planner with a major brokerage firm, recognized that the products he was required to sell sometimes conflicted with his clients' best interests.  So, in an effort to better serve them, he decided to become an independent planner, opening his own firm, Duff and Associates, and chose Raymond James Financial Services as his broker/dealer. For Dan, this was a simple choice because Raymond James did not require that proprietary investments be sold and had no conflicting commission schedules, therefore allowing the opportunity for him to decide what was best for each client's needs without any conflicts. In addition to these significant benefits, Raymond James was also large enough to offer the professional support to service his clients and grow his business.
 

Now, twenty-five years later, Dan has retired and our business has grown, but our commitment to the client, not the commission, remains the same. Together with Raymond James, at Duff and Associates we look forward to a long future of providing unbiased financial advice that works for YOU.
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Risk Tolerance

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Savings Goals

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Cost of Retirement

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Financial IQ Test

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Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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