Discover A World of Wealth Opportunity
TerraWealth Doucette Family Office
We help you reach toward your financial goals through expert guidance using our personalized and proven 4D Planning Process.
Doucette Family Office
Empowering Generations with Trusted Financial Wisdom
At the Doucette Family Office, we blend time-honored financial wisdom with innovative strategies and our proven 4D Planning Process. Embark on a financial journey that transcends generations, guided by a family that has become a beacon of trust and wealth planning.
Discover Our 4D Planning Process
Your life is more than numbers. Discover a planning process that is customized, intentional, and diligent so you can feel good about the days ahead for yourself and your family.
Suite of Financial Services
A full suite of services lead by our passionate team of experts.
Retirement Planning
Risk Management
Mortgage Services
Managed Accounts
Annuities
Mutual Funds
Our Family
The Doucette Family
Meet the Doucettes: a family that has dedicated itself to guiding others in their financial journeys. With multiple locations across Arizona and a team including Klaine, Korey, and Karter, the Doucette Family Office stands as a testament to trusted, multigenerational financial advisory.
FAQS
Is there an upfront fee to do an initial “discovery” appointment?
No, we offer one or two consultations to determine if we're a good fit for you. If we decide to move forward, we'll fully disclose all fees and agreements.
Do you sell financial products or are you Financial Advisors?
Our focus is on providing a fresh perspective on planning through our "Client-focused Planning Process."
What if I have financial products with another representative?
We'll help you evaluate all your financial products together to ensure they align with your needs and goals. Think of us as a sounding board, offering additional information to ensure you're getting the best value.
Can you help me understand my 401k better?
Absolutely! We'll incorporate all your assets into the design of your plan. We can also assist you in understanding the investment options within your 401k.
Are you a fiduciary?
Yes, we're committed to prioritizing your best interests, guiding you towards your goals throughout your financial journey.
Can you help evaluate and mitigate my tax situation?
We have partnerships and options available to help evaluate your tax situation.
Do you offer trusts and estate planning?
We collaborate with partners to implement the right trust and estate plan for your unique situation. It's common for people to use different resources for various financial needs, but we're here to change that. Our goal is to ensure that your overall financial plan, including estate and legacy planning, is handled with care and precision. Let us help you bring it all together seamlessly!
More Questions?
Greater Phoenix Area
Address: 1094 S Gilbert Rd, Ste 201, Gilbert AZ 85296
Phone: +1 480-908-9575
Email: [email protected]
Northern Arizona
Address: 2501 N 4th Street Ste 9, Flagstaff AZ 86004
Phone: +1 928-714-1448
Email: [email protected]
NMLS#156515
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. Check the background of your financial professional on FINRA's BrokerCheck.
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