Executive Planning

The Ducoat Financial Group, with nearly 27 years of experience, specializes in customizing retirement solutions designed to prioritize clients' financial well-being. As independent fiduciaries, they offer tailored strategies in wealth management, tax planning, and corporate retirement planning without allegiance to proprietary products. Dedicated to instilling confidence in clients' financial futures, the firm emphasizes low-risk principal protection techniques and proactive tax strategies. Their expertise ensures clients receive comprehensive financial planning and risk management to help achieve their retirement goals. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boca Raton, FL area, Keith Kordich will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.