Today's investment climate offers many opportunities.  At Dukes & Associates, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

     1.  A clear understanding of their financial goals.
     2.  A well-defined roadmap for achieving those goals.
     3.  Ongoing advice to help adjust their roadmap when their needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a strategy that fits their unique needs and enables them to work toward both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer eduational articles that outline financial concepts and highlight products designed to fill the gaps in your strategy.  You'll also find calculators that will help you assess your current and future needs.  Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information please contact us today.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test
Take this quick quiz to find out your Financial IQ

More Calculators>>>

Poverty and the Modern Millionaire
Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Are the Times A-Changin'?
As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

New Lease on Life
Can your risk-protection strategy benefit from a whole-life insurance policy?

More Reasons to Convert
Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

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