D3 Financial Counselors is a financial planning firm with offices in downtown Chicago and suburban Downers Grove, IL. We have a wealth of experience developing detailed financial plans for our clients. We integrate risk-controlled investment management into those plans, to help our clients achieve their goals. Clients hire us for our focus on Ethics
, and over 34 years of combined Experience
. Using our fee for service business model (hourly, project or asset management), we demonstrate that the benefit of our expertise clearly exceeds the cost for every level of service that we provide.
We understand the many unique financial issues physicians encounter, which include high student debt, asset protection, and business ownership. Our clients tell us that we organize, prioritize and optimize their financial lives. We were featured in Money magazine, where we helped two young doctors put their financial house in order, and have been named as a best financial advisor for doctors by Medical Economics. We do not sell any products, and we customize our services to meet our client's needs. Please explore our web site
, or call 630-271-0033 to determine if we are uniquely qualified to serve your needs.
Doctors and dentists
encounter many unique financial issues including high student debt, asset protection, and business ownership. Because of these issues, the most critical time to begin planning for your financial future is prior to having accumulated a large amount of assets.
D3 Financial Counselors can help you achieve your goals regardless of your net worth. You have the flexibility to choose how you want to utilize our services, whether it is on an hourly, project, or asset management basis. Doctors and dentists tell us that we help them organize, prioritize, and optimize their financial lives by understanding the important financial issues that they face throughout their careers. We have been recognized by MD Preferred Services as a Preferred Financial Advisor, and have been named as a best financial advisor for doctors by Medical Economics.
MBA, CFA™, CFP®, CPA
Donald Duncan MBA CFA CFP CPA Since retiring from Northern Trust Company in 1997 to start D3 Financial Counselors, Don has focused on helping people achieve their goals through financial planning and risk- controlled investment management. During his 16+ years with Northern Trust, Don managed various portfolios in the Investment Management Division and served as a member of the division's management team.
Don received his Certified Public Accountant designation in 1985, earned a Masters of Business Administration from DePaul University in 1987 and became a Chartered Financial Analyst in 1992. In 1997, he earned the Certified Specialist in Estate Planning designation and, in 2000, the Certified Financial Planner designation.
Don is also past Chairman of the Illinois Financial Planning Association. With a strong conviction towards education, Don taught Financial Planning at DePaul University and Portfolio Management at Lewis University. Utilizing Don's teaching experience, D3 Financial Counselors also conducts customized seminars to business employees and association groups. Don and his wife, Cindi, live in Downers Grove with their children.
Email: [email protected]