Putting You on the Road to Success...

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