Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

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Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

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

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

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It May Be Time for a Financial Checkup

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Do you know how to set up your financial goals for success? This knight does.

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.

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