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Douglas Financial Services takes your financial future and wealth accumulation very seriously. Clients need to know they can come to our firm and get all of their financial needs taken care of in a effortless, practical manner. Our firm specializes in working with women,  business owners, and their referrals to become wise stewards with their resources during a lifetime

 

Good, sound financial principles are at the heart of creating the strategy that the woman investor can execute. Practicing in the financial profession for several years and meeting countless investors in hopes of building and accumulating wealth, there seems to be one missing ingredientthat is the ability to stay focused on the ultimate goal. At Douglas Financial Services, we focus on educating and coaching the investor on what they can control. Our investors understand that they are not alone. Investors come to our firm and get all of their financial needs taken care of in a seamless, proactive manner. Our comprehensive team approach and one-to-one client focus enable our firm to provide the investor with world class service.  

 

Our priorities at Douglas Financial Services are:

  1. Determine our client's profile
  2. Listen to your financial goals: Retirement, Business Needs or Dream Vacation
  3. Provide tailored made plans which optimize our clients potential
  4. Educate and coach our clients on their financial and investment options
  5. Based on a comprehensive team approach

 

 


Can you answer these questions:

 

What's the right age to retire?

Should I be investing in the stock market during the current economic conditions?

What special concerns that women consider when making financial investments?

What type of insurance should my family have?

 

Contact our firm today!

 

 

Securities offered through Registered Investment Advisory of Cadaret, Grant & Co. Inc. Member FINRA/SIPC  3350 Riverwood Pkwy, Suite 1900, Atlanta, GA 30339, (404) 505-7165, EA Douglas Financial Services, LLC  and Cadaret Grant & Co. Inc. are separate entities.

 

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