Is Leaving a Legacy Important To You—
But You Don’t Know Where To Start?
Are you afraid you won’t save enough money to retire?
Are you worried your retirement and college savings accounts aren’t set up correctly?
Are you unsure of what you should be looking for in a financial advisor?
Do you feel like you need to have it all figured out before you even call someone?
Let Douglass Financial Services Take the Worry Out of Your Financial Planning
At Douglass Financial Services, we know you want to leave a legacy that starts with more than just a financial plan.
You need a trustworthy guide who makes things simple, provides a plan of action, and gives you confidence in the future.
Counseling-based approach for a no-pressure experience.
Financial planning and investment management that brings you freedom.
Fee-based solutions and unbiased advice ensure your best interests stay front-and-center.
A personalized experience makes your life simpler.
Experience the Douglass Difference
Douglass Financial Services can serve you with a variety of financial needs, including:
Investment advising
Investment management
Legacy planning
Cash flow and income planning
Tax and distribution planning
Start planning your financial legacy today
How It Works
BOOK YOUR APPOINTMENT
We’ll set up a time to meet with you within 2 weeks
INITIAL MEETING
Focused on making sure it feels like a great fit for both of us
FOLLOW-UP MEETING
We’ll provide recommendations and a plan based on your goals
RELAX
We’ll work hard for you so you can feel confident about the future.
An Independent Firm Focused on You
Douglass Financial Services is an independently owned financial consulting firm serving clients in Central Illinois for over 30 years.
Making an impact in the lives of our clients.
Check the background of this firm on FINRA’s BrokerCheck.