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

(954) 306-8668

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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