Broker Check

Putting You on the Road to Success...

Through Frank Douglass' affiliation with HD Vest Investment ServicesSM, we can offer a broad range of financial products. Our solutions are all "needs based" and selected specifically for each individual client.

Frank partners with some of the strongest mutual fund and insurance companies in the financial industry.  To learn how we can help, please contact us today.

Here is a sample of the services Frank offers:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance