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 confidence 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:
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.
Share your retirement concerns with the consultant at G. Douglas Financial Group in Toms River, NJ - we'll take those worries off your shoulders.
Douglas Bauerband offers securities through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.
Insurance products and services are offered through G. Douglas Financial Group. G. Douglas Financial Group is not an affiliate of Gradient Securities, LLC. Gradient Securities, LLC and G. Douglas Financial Group are not affiliated with or endorsed by the Social Security Administration or any government agency.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».
It's official. For 2023, the estate and gift tax exemption is $12.92 million per individual, up from $12.06 million in 2022. That means an individual can leave $12.92 million to heirs and pay no federal estate or gift tax. A married couple will be able to shield north of $26 million ($25.84 million) from federal estate and gift taxes. And the annual gift exclusion amount is $17,000 for 2023-up from $16,000.
1184 Fischer Blvd., Suite 1-D
Toms River, NJ 08753