The Ducoat Financial Group

The Ducoat Financial Group is a registered investment advisor providing financial planning and investment management services. They meet with clients to understand their financial situation and goals, then tailor their advice accordingly. They offer discretionary portfolio management, meaning they can make trades without client approval, but clients can set restrictions. They also offer non-discretionary portfolio management, where client approval is needed before each transaction. Financial planning services cover areas like cash flow, tax, insurance, education, retirement, and estate planning. The firm does not sell commissioned products.