Lindell G. Douglas, CFP^{^®}
Managing Partner

(954) 306-8668

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Featured Presentation

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Have A Question About This Topic?

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

View all articles

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators