Products & Services

You have spent a lifetime building a business. It will be your single biggest asset. Duke Financial Partners will collaborate with you to build a plan that helps fulfills your goals for the future generations of your organization and introduce financial strategies that will make those goals achievable.

Human Capital is your most precious resource. The loss of a key executive or sales consultant can have a material impact upon your bottom line. Duke Financial Partners can help you audition strategies intended to recruit, reward, and retain key employees. Many of these programs have tax advantages as well.

An attractive 401K plan is important for your employee's growing retirement needs. Are you are overwhelmed by the rules, regulations, and requirements of offering a corporate retirement plan? Duke Financial Partners has consulted with several thousand employers and will guide your committee through a governance and oversight process to ensure all compliance obligations. We put our client's interests first by acting as a fiduciary to all our retirement plans. We

Are you concerned about your personal financial situation? Perhaps you would like a formal plan to better understand how to attain or maintain the lifestyle you aspire for. Through this process, Duke Financial Partners will review cash flow, asset allocation, investment strategy, and insurance strategies to assist in achieving your goals.