We are the Retirement Plan provider You have been looking For
-Are you an employer who seeks a plan with substantially greater tax deductions and benefits for yourself and your family? -Are you seeking a Qualified Plan that allows more flexibility?-Are you looking for an advisory firm that will assist your employees with their accounts, questions, and help them understand thier investments?
Then we can help. For nearly 24 years Bradley Ducoat and the Ducoat Financial Group have been providing sole proprietors, single person corporations, and small to mid sized companies with customized Qualified Retirement Plan solutions many others don't even offer. Our depth of experience helps us design a plan from the many options available that suits your companies individual needs, goals, and concerns.
Defined Benefit / Cash Balance Plans
Most Busines Owners have never been made aware of plans other than traditional 401k plans where the contributions are capped at $20,500 plus 25 percent of salary per year. A properly designed Defined Benefit Cash Balance Plan, (also a Qualified Plan), will allow contributions that are both age and income weighted which allows far greater deductions and benefits for owner participants than allowed by other plans.
Let us show you the difference we can make to your current plan or build you a new one designed specifically for you. Consulations are free and references furnished upon request.
Bradley Ducoat 352 641-0903