What Can We Offer That Other Investment Advisors Do Not?

What Can We Offer That Other Investment Advisors Do Not?

Most people think that there isn't a way to minimize their taxes or help minimize taxes on IRA withdrawals. Many people think that a living trust removes estate taxes. Many people do not realize that life insurance is not "estate" tax-free.

Douglas J. Bauerband, the firm president, is licensed in NJ, NY, PA, NC, GA, VA, FL, MD, TX, DE, SC, MT and MA. He holds security registrations 6, 63, 22, 65 as well as licenses in Property Casualty, Life & Health. He is also an Investment Advisor Representative of TFS Advisory Services, a division of TFS Securities, Inc

Seniors looking for a way to potentially improve their investment returns, receive more income and help preserve their principal are those that use the services of G. Douglas Financial Group.


The individual sending this communication 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.

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G. Douglas Financial Group offers fee-based* account management. The Portfolios are managed on a fee basis so we have less motivation to make trades and/or transactions based on commission products. We are not stockbrokers. We are Investment Advisor Representatives with Gradient Securities, LLC, providing a methodical method of managing investment portfolios.