50 EXCELLENT YEARS OF EXPERTISE AND SPECIALISATION
Financial Planning Process
Clients of Duffy Financial Advisors are guided through a systematic financial planning process that is designed to structure financial decisions and manage investments in order to meet their long-term financial goals.
Individual risk assessments are vital before making any investment decision. At our initial meeting we will do a risk assessment report with you. When completed we will then design an investment portfolio within the scope of your risk appetite to meet your financial needs and objectives.