Douglass Financial Services

Simplicity. Confidence. Freedom. Making a difference in the lives of our clients.

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Our clients are on the move!

Posted on Jun 22, 2015 in Freedom

Over the past year, we have been thrilled to have many clients make transitions to new homes across the country. While moving sometimes takes clients farther away from us, we are excited for them to start this new phase of their lives. We have every confidence that we will find ways to continue to work effectively together. That is what we are here for—to help you walk through big decisions. We are always only a phone call away. And for those of you that are staying put, just another reminder that now is the ideal time to think about refinancing your mortgage if you haven’t already done so in the past few years. Take advantage of this historic opportunity to lock in low long-term rates.  Call us at (815) 842-4393 if you want to...

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5 Retirement Tips to Trust

Posted on Jun 22, 2015 in Confidence

Wait for Social Security. If you can afford to, wait until you’re 70.  For every year you wait after age 62, your benefits increase by about 8%. Do a budget, hire a financial planner, get a retirement plan. Once you have found an advisor you trust, they will have you do a budget, and get you and your spouse to sit and discuss your shared vision for retirement. Do not retire without a plan. Don’t retire without knowing what you will be doing for the rest of your life. Even those who thought they would love to play golf every day often get bored within six months. It’s never too late to start saving. Most of us have not saved enough and must adjust our way of thinking about retirement. The longer you work, this helps you build savings and keeps you from drawing down the savings you do have. Don’t be afraid of the stock market. Besides people not saving for retirement, one of the biggest mistakes clients make could be being too conservative with their investments. The impact can be huge over a lifetime of saving. Read more at: (Source...

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Introducing Susan Strubhar

Posted on Jun 22, 2015 in Simplicity

You may have noticed a new voice answering the phone. We would like to introduce the newest addition to our team: Susan Strubhar, our Client Services Manager. We have asked Susan to make sure that everything we do is focused on meeting our clients’ expectations and building strong relationships. As part of that, we want communicate with you in the most effective way possible. If you would like us to have your email or cell phone on file and use that as your preferred contact method, let us know. In addition, if you have any change to your information, Susan can help you get everything updated with the different investment/product companies. Call Susan at (815)...

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