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Tax Planning

Services

Customized Corporate Retirement Planning

Most business owners do not know there are qualified plans out there beyond 401k's that help them not only better secure key employees but greatly increase their own benefits and company tax deductions.  We can help. 

Wealth management

We offer Asset Protection Strategies, Hedging Strategies, Tax Efficient Investing, College and Retirement Plans for Individuals, Principal Protection Programs, Life Insurance and Annuities when appropriate.

Tax Planning

We offer Tax Planning through Susan M. Ducoat CPA PLLC. Susan has over 25 years as a CPA and specializes in Corporate Tax Planning. She is available for consultation or for full service. Susan is not an employee of the Ducoat Financial Group as she owns her own firm. 

Estate Planning

Tax Minimization, Family Survivor Income, Liquidity Sufficiency, Survivor Asset Management, Estate Distribution Planning

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