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Doug’s insightful solutions maximize retirement benefits for those close to retirement and those already retired. He looks to products that provide safety of principal, provide tax deferred growth and assist with estate planning. Financial planning for the later years, helping people with the decisions they have made is a major focus for Doug. Review of your investments is the first task Doug recommends. The market is volatile and he feels that his clients need to preserve what they have and avoid taking risks.
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Doug is an expert with the IRA regulations and with the Roth Conversions that is
being so talked about. He has products that can help with long term care and
life insurance as well as those that preserve assets, keeping them safe from
stock market fluctuations.
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Trish's life time and work experiences allow her to share her
wisdom in many areas of helping clients to live a life without financial pain.
Trish brings experience in estate planning and guidance to
those who are experiencing what to do when a loved one passes away. Trish has
been successful in helping those create a healthy financial life. Her expertise
adds to the services of Sound Financial Concepts.
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