Lindell G. Douglas, CFP®
Managing Partner

(954) 306-8668

 

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Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

 

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Directors and Officers Liability Insurance

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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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An Inside Look at Retirement Living

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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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It May Be Time for a Financial Checkup

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Once Upon a Goal

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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