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Helping You Build and Sustain Your Legacy

To provide long term reassurance for your family, you must have a blueprint for success. DUKE FINANCIAL SOLUTIONS strives to provide that blueprint and will work side-by-side with you to achieve your goals.

Welcome to Duke Financial Solutions

We specialize in helping our clients prepare for retirement. We help our clients pursue their short-term and long-term goals through a disciplined approach to saving and investing. Let us help turn your present portfolio into a more exciting and promising future blueprint.

Contact us today for a free no-obligation consultation.

Financial Guidance

When it comes to your retirement, one size does not fit all. At DUKE FINANCIAL SOLUTIONS, we specialize in tailoring our plans to not only fit your current situation, but to also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At DUKE FINANCIAL SOLUTIONS, we can help solidify tomorrow by planning today. As Warren Buffett once said, you’ll be able to sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our timetested investment strategies, our goal is to help you build longterm financial success through ongoing planning.

Insurance Services

In sports, a good defense can be just as important as a good offense. Let DUKE FINANCIAL SOLUTIONS help mitigate your family’s risk with our full array of insurance solutions.

Our Areas of Specialization

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College Planning

Rising education costs require a forwardthinking plan. DUKE FINANCIAL SOLUTIONS can help you prepare for one of life’s biggest investments.

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Retirement Vehicles

Between 401k plans, 403b plans, Traditional IRAs, Roth IRAs, and annuities, the plethora of retirement vehicles available to you can seem complicated and overwhelming. But DUKE FINANCIAL SOLUTIONS can lead you through this maze and help you arrive at a suitable destination for your unique retirement goals.

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