About Andrew Duncan

I was raised in Ann Arbor, Michigan, and graduated from Pioneer High School before earning a Bachelor of Science in Secondary Education in Social Studies from Eastern Michigan University. Swimming has always been a central part of my life, and after retiring from competitive swimming, I joined the swim club program at Lincoln Consolidated Schools. In 2018, I became the head coach of the Riptides Swim Club, and I later founded the Lincoln Aquatics Club USA Swimming program, where I am proud to serve as both head coach and director. Coaching has been an incredible way for me to give back to the community, and I am deeply committed to supporting the growth and development of young swimmers.

Through coaching, I met my wife, and we were recently married in August 2024. We are excited to grow our roots in Ypsilanti, where we are active in the community with our two dogs, Opal and Piper, and our cat, Ozzy. Being part of a vibrant community is incredibly important to us, and we look forward to continuing to serve and contribute in meaningful ways.

What Is It Like?

Working with us means embracing a holistic approach to your financial well-being. As your dedicated financial advisor, I prioritize understanding your unique goals and circumstances. Here's what you can expect:

  1. Personalized Financial Planning: We start with an in-depth analysis of your financial situation, including income, expenses, assets, and liabilities. This helps us create a customized plan tailored to your specific needs.
  2. Goal Setting and Achievement: Together, we'll define your short-term and long-term financial goals, whether it's buying a home, saving for retirement, or funding your child's education. We'll develop actionable strategies to help you achieve these goals.
  3. Investment Management: We'll design an investment portfolio that aligns with your risk tolerance and financial objectives. Regular reviews and adjustments help ensure your investments stay on track.
  4. Risk Management: Protecting your financial future is crucial. We'll assess your insurance needs and recommend appropriate coverage to help safeguard against unforeseen events.
  5. Tax Optimization: Our holistic approach includes strategies to minimize your tax liabilities, helping you keep more of your hard-earned money.
  6. Estate Planning: We'll help you plan for the future by creating a comprehensive estate plan that helps ensure your assets are distributed according to your wishes.
  7. Ongoing Support and Education: Financial planning is an ongoing process. We'll provide continuous support, regular reviews, and educational resources to keep you informed and confident in your financial decisions.

With a focus on transparency, trust, and tailored advice, I am committed to guiding you towards a secure and prosperous future.