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

(954) 306-8668

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

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

Federal Income Tax

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

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Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.