Daniel P. Duff & Associates

Planning Pays Off

OUR RELATIONSHIP WITH EVERY CLIENT begins with a in-depth evaluation of your current financial situation. We work with you to determine your overall financial objectives and then focus on your specific goals and risk tolerance. In an ever-changing economic climate, with ups and downs in the various markets, we advocate investing over the long-term, focused on your goals.

CUSTOMER SERVICE is our watchword. We keep in touch with you through regular newsletters, timely updates,quarterly reviews face-to-face in our office(upon request), and information when you want it, as accessible as a phone call. We offer easy access to your account information through the RJFS website. We welcome your inquiries and strive to serve your needs quickly, with careful attention to detail. Above all, we value the trust our clients place in us and assure complete confidentiality.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

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