According to the National Association of Personal Financial Advisors, 23% of Americans don’t believe they will have a comfortable retirement. Put yourself in the other 77% by making sound contributions to your fiscal goals with financial and insurance consulting services from G. Douglas Financial Group.
Learn how enjoyable your retirement can be by calling our knowledgeable specialist to schedule your consultation. Douglas will put his 35 years of industry experience to work on your financial future.
Live out your retirement in monetary bliss with help from a consulting firm that has been looking over the finances of Toms River residents for more than two decades. Make sure you’re putting aside enough money to retire on, making the proper stock investments and receiving the best insurance rates on your personal or family plan.
Choose G. Douglas Financial Group in Toms River when you need:
• 401(k) consulting
• Asset management
• Roth conversions
• 401(k) & 401(b) rollovers
• Estate preparation
• Long-term care protection
• Medicaid qualification
• Retirement planning
• Key man life insurance
Create a financial roadmap to a fiscally comfortable future by relying on the expert advice of G. Douglas Financial Group in Toms River, NJ.
Did you know IRS records show that retirement can last for 30 years – and that it may require up to 80% of your current annual income? Ignoring your financial future now could put in you in a bind down the road. Call on G. Douglas Financial Group to help map out your monetary plan with expert consulting services.
When your retirement planning is handled by a qualified expert, you can rest easy knowing you have a monetary stockpile that will last.
Share your retirement concerns with the consultant at G. Douglas Financial Group in Toms River, NJ – we'll take those worries off your shoulders.
Securities offered through TFS Securities, Inc., member FINRA/SIPC, a full service Broker/Dealer located at: 437 Newman Springs Road, Lincroft, New Jersey 07738, (732) 758-9300. *Investment Advisor Services offered through TFS Advisory Services a division of TFS.
G. Douglas Financial Group is not affiliated with TFS Securities, Inc. or registered as a broker-dealer.
It’s official. For 2018, the estate and gift tax exemption is $5.6 million per individual, up from $5.49 million in 2017. That means an individual can leave $5.6 million to heirs and pay no federal estate or gift tax. A married couple will be able to shield north of $11 million ($11.2 million) from federal estate and gift taxes. And the annual gift exclusion amount is $15,000 for 2018—up from $14,000 where it’s been stuck since 2013.
1184 Fischer Blvd., Suite 1-D
Toms River, NJ 08753