Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

 

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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Gun Ownership and Your Homeowners Policy

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.

 

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Directors and Officers Liability Insurance

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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