DFP Financial & Consulting

Duane Porter is an experienced and knowledgeable financial advisor, ready to work with you to help ensure you and your family’s financial future and/or your business success. After more than 25+ years serving as a successful Financial Advisor, District Manager, Regional Manager, and National
Manager, Duane made the decision to start his own financial services firm, DFP Financial & Consulting. Over the past 25+ years, he has worked with thousands of Clients, Financial Advisors, and Credit Union/Banking institutions, helping them choose, invest, and manage plans and programs
designed to support long-term success.

Financial Planning is much more than dollars and cents. It goes beyond accounts, investments, and insurance. Progressive Smart Financial Planning focuses on Purpose, Health, Family, Money, Estate, and Legacy. At DFP Financial & Consulting, the approach is comprehensive looking beyond money or investments to help clients discover what Duane calls “True Wealth”.

True Wealth isn’t just what you leave to people—it is also the memories and legacy you leave in people.

As a Financial Advisor, Duane’s main goal is to help you make well-informed and educated decisions while emphasizing the importance of adjusting investment plans as your goals and needs change. He believes in an educational, transparent, and partnership approach to achieving “True Wealth.” Duane looks forward to serving as your professional advisor and resource as you build and pursue “True Wealth.”

“Duane has thousands of financial products available that he can use to best fit your unique financial situation and goal. Equally important is his affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps him stay efficient in day-to-day
activities. Most importantly, they also provide a support network of education and experience, helping sharpen his skills and ultimately benefiting you.”