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.

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.

Featured Presentation

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

The Other Sure Thing

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

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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.

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