Daniel P. 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, nearly twenty-five years later, our business has grown, and 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.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

More Newsletters →