How G. Douglas Financial Group Assists Clients

How G. Douglas Financial Group Assists Clients

G. Douglas Financial Group* is a professional firm working with retirees, pre-retirees, Businesses and highly compensated employees to help preserve their financial assets and standard of living.

Call today with any questions or concerns! There is no charge for an initial consultation.

Services Provided:

Legacy Planning: We show you how to help minimize your estate taxes, which may be paid by single people with estates over $12,920,000 and couples with estates over $25 million. Even if you have a living trust you may still pay estate taxes unless you take steps to minimize them.

Long Term Care protection or qualification for Medicaid: We act as independent advisors to find you the best coverage within your budget for long term care protection or alternative solutions.

Investment Management: Make the appropriate investment choices given your tolerance for risk.

Retirement Planning: Ways to invest and receive money out of IRAs, Rollovers and Pensions, Lifetime Income strategies & preservation of wealth.

Annuities and Insurance: To seek the highest returns, to shelter assets and defray taxes.


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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