Jim D. Duncan is an Investment Advisor Representative with over 33 years of experience in the financial services industry. Jim provides financial products and services that are generally fee based to individuals. Jim represents a variety of insurance companies, investment companies, pension companies and money managers. Jim's focus is for his client's needs and wishes matched to the best products, the best services and the lowest expense. Wealth Management is just one of Jim's many services.
Jim and his staff works with Business Owners and their employees. He will help people plan for their retirement income and help them to protect their wealth. He educates people on how to protect their assets, their health and their incomes.
Jim will take the long view of life and helping people to make wise choices for themselves and their families.
Jim's Mission: Is to value your goals and protect your needs through professional guidance and integrity.
Dana is the Employee Benefits Manager for Benchmark Financial Group, Inc.
Dana helps Business Owners secure competitive employee benefits. She carefully evaluates premiums, benefits and insurance services for employers. Quality employee benefits can help boost company morale and improve productivity. Some benefits are available at no cost to the employer.
Dana looks for long term implications, based on short term decisions.
Dana can help you analyze your employee benefit needs.