Services

The Douglass Difference

What matters most when you begin to plan your financial future?

You need a trusted partner in your corner who can get you on a path to leaving a legacy… your way. 

You need a team that will listen and counsel, encourage, balance, and evaluate your options to keep your best interests in mind from day one. 

Douglass Financial Services, an independently owned financial consulting firm based in central Illinois, is the partner “in your corner.” With a broad range of financial planning services, you’ll find everything you need to leave a financial legacy for your loved ones.

Investment Advisory Services

Includes risk, portfolio and diversification analysis.

Your needs aren’t like everyone else’s.

We’ll spend time getting to know you so we can create a customized investment plan especially for you. Your personalized plan will take into account your tolerance for market ups and downs (volatility).

We’ll also balance your desire to avoid losses with the need for inflation-adjusted growth.

You’ll sleep better at night, no matter how the market is doing, because you know your portfolio has been designed just for you.

Investment Management

Includes managed accounts with access to stocks, bonds, mutual funds, ETFs, real estate investment trusts, and other alternative investments.

With your personalized investment plan in place, we’ll regularly monitor your account and benchmark “best in class” managers and investment tools to help you meet your financial goals.

You’ll benefit from our partnerships with consistent, trustworthy investment managers who follow through on their promises.

Legacy Planning

Includes estate and life insurance planning, coordinated with your attorney.

As you begin to plan your financial legacy, you need a dependable sounding board who can guide you to the right planning tools to achieve your goals.

In partnership with your trusted legal advisor, we’ll act as another set of eyes and ears to help you understand important issues as they come up—all so you’re comfortable with your legacy plan.

Cash Flow & Income Planning

Includes long-term care and disability insurance analysis and guaranteed lifetime income alternatives.

When should you collect Social Security?

How do you structure pension payouts?

When is it appropriate to start using insurance products to protect your income and assets?

Whether you’re still working or retired, we'll help you explore your best options so you feel comfortable that your income will provide the freedom and flexibility you need.

Tax & Distribution Planning

Coordinated with your tax advisor.

You’ve worked hard to build your financial foundation.

Knowing how and when—and when not to—tap into those resources is essential to maintaining the wealth you’ve created.

We can help you experience the freedom of learning to generate the cash flow you need while also being smart about not giving up too much to taxes—or pulling from an account at the wrong time.