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Marion, Douglas Financial & Insurance Services

(714) 696-7300

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
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Our mission at Marion Douglas Financial & Insurance Services is to provide our clients with comprehensive planning and expert advice in the areas of employee benefits, retirement programs, and family wealth & business planning.

We pride ourselves in providing superior service with a client-centric mentality. We utilize the best of technology to achieve fiscal responsibility and maximized results.

Helpful Content

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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