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Insuring your financial well-being
with products designed for your lifestyle and desires.
Financial Programs
Financial Stability in Life & Death
There are 2 forms of Life Insurance available that I would suggest, dependent on your personal needs.
Never Lose Money In The Stock Market Again
The vast majority don't have nearly enough saved for their retirement. If you haven't started yet this can be daunting, but it is never too late to get started.
My Story
Hi, I'm Douglas Jones. I have over 50 years of experience in the financial sector. Having spent time as a banker, insurance agent, and investment firm owner. My role now is that of a financial coach. It can be overwhelming to pick the right financial path, many programs have so many different routes and features. You need a good advisor to explain the good and bad of the different plans and investments available to you. I hope to provide the tools to help mature individuals not only reach their financial goals but live with the peace of mind of knowing they and their families will be secure.