Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

 

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Timing Your Retirement

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

What Can a Million Dollars Buy You?

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

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