- Benefit Administration Solutions
- Executive Benefits
- Financial Wellness
- Group Health Insurance
- Individual Health Insurance
- Retirement Plans
- Voluntary Benefits
- Medicare Part D
- Group Life/AD&D
- Property & Casualty Insurance
- Workers’ Compensation Insurance
- Business Owner’s Policy (BOP)
- Umbrella Coverage
- Commercial Auto Coverage
Duncan Insurance Group Overview
If you are like most of our customers, you wear many financial “hats.” You are a provider, an investor, an insurance buyer, a taxpayer and a person hoping for financial security and a comfortable retirement. If you are a business owner, you wear twice as many hats.
Over the years, we have crafted Duncan Financial Group to be a single source for all things financial—a firm that wears a lot of hats, like you. Our mission is to help make all of your financial matters—investments, insurance and taxes—work together in a coordinated, comprehensive and strategic manner.
We’re a team of proven professionals with expertise in every area of the financial realm. You won’t be working with one person who claims to be a “jack-of-all-trades,” but a team of experts dedicated to meeting your particular needs.
Discover how Duncan Financial Group can make it all work for you.
About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.