Through Frank Douglass and Andrew Sullivan's affiliation with Avantax, our advisors at Douglass Financial can offer a broad range of financial products and services. Our solutions are all "needs based" and selected specifically for each individual client.
Our financial professionals partner with a host of investment strategists and mutual fund and insurance companies in the financial industry. To learn how we can help, please contact us today.
Below is a sample of the services offered by our financial advisors:
Investments
- Advisory Services and Managed Solutions
- Brokerage Services
- Alternative Investments
- Individual Stocks and Bonds
- Mutual Funds
- Exchange-Traded Funds
- Fixed and Variable Annuities
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational IRA
- Treasury Bills
- Government Securities
- Treasury Notes
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- 529 and College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Long-Term-Care Insurance
- Disability Income Insurance
