Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

 

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There’s a link between debt and stress.

Protection Against Uninsured Drivers

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

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.

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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.

Protecting Those Who Matter Most

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

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

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Once Upon a Goal

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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