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.
This e-mail is being sent by or on behalf of a broker-dealer. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this e-mail or any part of it. If you have received this e-mail in error, please notify the sender immediately by e-mail or fax, and destroy all copies of this communication.
The presence of this email 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.
Please be advised that you may conduct securities transactions only by speaking directly with your Registered Representative. To help protect your privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via e-mail.
Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.