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. 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.
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.
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 TFS Advisory Services a division of TFS Securities, Inc., providing a methodical method of managing investment portfolios.