Jim D. Duncan*

Financial Consultant

Phone: (405) 840-0028
Fax: (405) 840-0014
E-mail:

Financial Advisement - Jim offers both fee and non-fee based planning, he uses comprehensive financial planning reports to help you determine and achieve your financial goals and objectives.  Areas covered are: Retirement Planning, Investment Strategies, Life Insurance Planning and Income Strategies.  Jim has over 25 years of experience and has had the opportunity to establish relationships with many business owners, elected officials and their families. 

Employer Retirement Plans & Group Health Benefits - Jim offers guidance to both small and large business owners in the areas of evaluating and selecting Pension Plans and Employee Group Health Benefits.  His knowledge of these plans, his professionalism and negotiating skills with fees and benefits have made him a recognized leader in his field.  He has developed strong relationships with the major health carriers and pension providers and third party money managers. Jim has a proven track record of saving his clients money with their employee benefit plans and services.  

Professional Memberships:  Jim is an APM of the American Society of Pension Professionals and Actuaries,  NAIFA Member.  Jim and his family are members of and attend Village Baptist Church, Oklahoma City, Oklahoma.  Jim is Chairman of the Usher Committee.