Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

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There’s a link between debt and stress.

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Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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

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

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

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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

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

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

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