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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For homeowners who think their property taxes are too high, there are ways to appeal.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.