Duke Haley Email & Phone Number

As a Financial Advisor, I work with a select group of individuals, families, and businesses to help them build, manage, preserve and transition their wealth.The four cornerstones of wealth include all aspects of investing, in addition to liability management. I address risk management with asset protection strategies. And I help my clients leave their legacies through our trust, estate and fiduciary services.ProcessI follow a rigorous disciplined process that always begins by listening to my clients. My clients speak and I learn – I learn about their past experiences, their current situation and their dreams and aspirations. With the information my clients share with me, I go to work. I study and analyze the information, model and develop various ways to help them achieve their financial objectives. When I have developed the appropriate strategies, I explain my findings, my recommendations and advice and I do so in plain, simple English – no technical jargon. And when I reach agreement with my clients to implement those strategies I do so in an independent, objective, unbiased and cost-effective manner. Then I continually monitor and evaluate the plans that have been put in place and I make adjustments whenever necessary.I bring my experience and judgement which I render with great care and skill. I bring the resources of Cambridge Investment Research - an industry-leading independent broker-dealer - that enables me to meet my clients’ wealth management needs. And I bring to each relationship my Integrity, Commitment, Flexibility and Kindness to focus on a common priority:YOU.This information is intended for use by residents of IN, TX, IA, IN, and MA only.

Listed skills include Retirement Planning, Financial Advisory, Finance, Mutual Funds, and 6 others.