Track record.The Ducoat Financial Group has been registered for 17 years.
Safeguards for your assets. We are Financial Advisors to you and your account. We are not a holding firm. Your money is held at Schwab Institutional, or various other highly rated institutions
We are a truly independent firm. We represent and work solely for our clients . We do not work for any financial company. This allows us to focus on our client's financial needs free of ulterior motives common in the industry. Being independent allows us to obtain the best and most suitable products for our clients.
Bradley Ducoat is the sole owner of the firm. In addition Bradley is a General Agent for Life Insurance and Annuities.
Our Name is on the door.Many other firms have chosen to name themselves generically, (i.e. ABC Investments, American Investment etc). While it could be argued that this strategy is wise should one decide to sell their business, it also makes it possible to change ones name easily should regulatory concerns or bad business practice become associated with that name. Bradley Ducoat decided to assume the risk of using his own name for his business for the purpose of expressing to his clients his sincerity in building an honest and trustworthy operation. One in which he is always going to be proud to have his name on and one in which he clearly intends to operate for the long term.
We maintain good client relationships. Our philosophy has been that if we provide to our clients good service and competitive returns and safety on their investments then they are going to have no reason to want to leave us. As a result we do not impose severance fees, transfer fees, or any other costs or restrictions on client’s accounts. Our philosophy has worked well for through the years. Our company has grown in each of the last 17 years exclusively through referrals. We do not advertise because we have not have to.
We offer comprehensive planning and portfolio wealth management.Bradley Ducoat is our cheif portfolio manager. Susan Ducoat while not an employee or owner of The Ducoat Financial Group is available through her own CPA firm, Susan Ducoat CPA PPLC, for tax related issues.
Research has shown that a vast majority of people are not satisfied with their current financial plan or planners. Concerns range from lack of communications with their advisors to serious concerns regarding their advisors conflicts of interest. At the Ducoat Financial Group we address such issues by maintaining an independent status and utilizing low cost quality platforms such as Schwab Institutional for custody of our client's accounts. We utilize plans that are free of administration fees, fund loads, transaction fees, and surrender charges. If you currently have a financial investment plan or are considering starting a new one, we encourage you to contact us at your convenience. A well administered financial plan can make all the difference to the future well being of you and your family. We offer an initial consultation at no charge.
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.