Broker Check

Marion, Douglas Financial & Insurance Services

(714) 696-7300

Our Services

We help protect your future:

  • Group Insurance: Medical - Dental - Life - Vision - Disability -Voluntary Benefits - Cafeteria Plans
  • Retirement Planning: 401(k) & 403(b) - Defined Benefit Plans - Pension & Profit Sharing Plans - Non-Qualified Plans
  • Insurance: COLI-Buy/Sell Agreements - Key Man Insurance - Spit Dollar Executive Bonus Plans
  • Investments*: Annuities - Mutual Funds - Variable Annuities
  • Estate Planning: Family Wealth & Business Planning - Philanthropic Planning - Charitable Lead Trust - Gift Tax Planning
  • HR Review & Consultation: Conduct Audits & Assessments - On Site & Remote Support - Employee Handbooks - Creative HR Services - Employee Training 

*Securities are offered exclusively through HTK.  HTK does not offer tax or legal advice.