DUFF TEAM

WHAT WE DO

Is a family CFO right for me?

When we serve as a Family CFO, we serve as the architect of your financial life.  We consult on each financial decision for the family – large or small.  Our Family CFO services consult in the following areas:

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retirement savings plan

social security planning

investment management

education planning

tax consulting

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business planning

insurance analysis

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asset protection

estate planning

charitable giving

who we serve

Pre-Retirees

Retirees

Physicians

Business Owners

Emerging affluent

NEWS & MEDIA

The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...

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DUFF TEAM

100 South Brentwood Blvd
Clayton, MO 63105
(314) 244-3321

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