At Douglas Financial Services, LLC. (DFS), we help our clients gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. To focus on building your legacy our philosophy is simple:

Prepare for the educational needs of your children

Manage your assets, and

Retire well

Education funding - DFS makes recommendations on your investments and saving strategies to help you pay for your children's education.

Retirement planning - DFS makes the most of your employer-sponsored retirement plans and IRAs. We develop a plan based upon how much you need to retire comfortably. DFS manages assets before and during retirement.

Estate planning - DFS reviews your wills and trusts to preserve your estate for your intended heirs. We attempt to reduce exposure to estate taxes and probate costs.
 

Risk management - DFS reviews your existing insurance policies and recommends policy changes when appropriate. We find the best policy for your situation.

Sudden Money - DFS helps you create a plan that address the investor's needs for current life situations, legacy planning, and wealth team coordination.

To learn more about how our proven program can help build your financial legacy, contact us for a consultation.

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.