Doucette Financial

Doucette FinancialDoucette FinancialDoucette Financial
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New Clients
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Doucette Financial

Doucette FinancialDoucette FinancialDoucette Financial
Home
New Clients
Current Clients
More
  • Payment
  • Firm Brochure (Form ADV2)
  • Brochure Supplement
More
  • Home
  • New Clients
  • Current Clients
  • More
    • Payment
    • Firm Brochure (Form ADV2)
    • Brochure Supplement
  • Home
  • New Clients
  • Current Clients
  • More
    • Payment
    • Firm Brochure (Form ADV2)
    • Brochure Supplement

1-207-240-9821

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

About Us

  

Doucette Financial, an investment advisory firm, specializes in providing comprehensive financial planning and investment management services tailored to the distinct needs of both individuals and small business accounts. Understanding that each client possesses unique financial goals and risk tolerances, Doucette Financial offers personalized strategies encompassing retirement planning, wealth accumulation, and business financial optimization. For individuals, they focus on building long-term financial security through carefully crafted investment portfolios and meticulous planning. For small businesses, they offer strategic guidance on cash flow management, retirement plans, and business succession, aiming to foster sustainable growth and financial stability. With a commitment to client-centric service and a deep understanding of the financial landscape, Doucette Financial strives to empower its clients to achieve their financial aspirations.

Services Offered

Investment Advisor Services

Expert investment services, tailored to your needs. We craft personalized plans for growth, managing risk and maximizing returns. Client-focused, for secure financial futures.

Hourly

$50.00

Billed on the quarter hour($12.50/15 minutes).

Monthly Account Review and Update Fee.

$15.00/month

     

  • Charged at the beginning of the month every month.
  • Allow the Advisor to keep account investment records accurate and up to date.
  • Allow investment plans to be updated or changed as needed.
  • Allow for measurement and planned re-balancing of portfolio if needed.
  • Fee will be used as credit on the invoice if further work is done on the client’s account in the same month. 
  • An invoice will be sent for this every month.
  • Subtracted from any monthly invoice charges automatically.


Financial Planning Services

Doucette Financial offers tailored financial plans, prioritizing client goals and risk tolerance. They provide expert guidance on investments, retirement, and estate planning, empowering clients to achieve financial security.

Hourly Rate

$50.00

  • Billed on the quarter hour($12.50/15 minutes).
  • Billed on a project basis.
     


Contact Us

Get Started Today

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Doucette Financial

+1.2072409821

Hours

Mon

08:00 am – 05:00 pm

Tue

08:00 am – 05:00 pm

Wed

08:00 am – 05:00 pm

Thu

08:00 am – 05:00 pm

Fri

08:00 am – 05:00 pm

Sat

Closed

Sun

Closed

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