In our conversations, in our brochures, and on our website you will see the word "Independent" used quite frequently. At the Ducoat Financial Group independence is a key reason for the success of our business.
As we near our 16th year of business, "independence" has become a bigger factor than ever in our continuing ability to meet our clients financial objectives. What do we mean when we say we are “Independent” advisors and what does it mean for our clients? There are many conflicts of interest inherent to the financial services industry. Conflicts of interest compromise the integrity of service providers and compromise the results of their client’s objectives. By being independent we are not subject to the many factors that cause conflicts of interest such as selling proprietary products, underwriting stocks we sell to our clients, and we do not have quotas in place for our advisors to meet. Our product is our advice to our clients. Being free of such conflicts and getting compensated by the client on a fee basis allows us to work exclusively from our clients "side of the table". Our stability and performance has allowed us to offer our services free of surrender charges or transfer out fees because we simply don't have a need for them. We work hard to make sure this is the company our clients feel they can trust and be comfortable with for the long term. Our record speaks for itself.
Numerous references may be furnished upon request.
Thank you for your time today,
Bradley Ducoat Principal
7777 Glades Road Suite 100 Boca Raton, Florida 33434
THE DUCOAT FINANCIAL GROUP IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED ON THIS WEB SITE IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT OR SERVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED.