Doug has over 36 years of experience in public accounting and private industry. He has an extensive knowledge on various areas of financial and tax concerns. Doug counsels clients on various estate, tax, divorce planning, as well as challenging business planning concerns. His expertise involves operational and strategic planning, ownership transition, new business startup, wealth management and financial divorce issues.
Securities are offered through 1st Global Capital Corp. FINRA and SIPC. Investment advisory services are provided via 1st Global Advisors, Inc.
I will not ask or request for personal or account information via this site. Any of such request must be deleted and ignored. All personal and account updates must be accomplished over the phone or in person. Kindly ensure that you have built security features on your site to protect your privacy.
I will not accept trading instruction through this site.
Investment Services, Inc. provides people in our community a huge variety of financial services and products. We believe that retirement planning, tax planning, as well as estate conservation procedures should be a main priority for families and individuals of all income ranges and ages.
Because many people regard financial planning as confusing and complex, they usually miss out on a lot of potentially rewarding financial opportunities. They also fail to adequately protect their assets and take unnecessary risks.
That's where Investment Services, Inc. can assist. Our objective is to get the enigma out of investing, preserving your wealth, preparing for retirement, and managing risk. By assist you in getting the strategies and information you require to pursue your financial goals, we hope to create long and trusted relationships with our clients.
Here are some of our offerings:
* Disability Insurance
* Life Insurance
* Sep-IRA, Roth and Education IRAs
* Mutual Funds and Annuities
* Estate Planning
* 401(k) and Profit Sharing Plans
* Financial Planning
* College and Retirement Planning
* Long-Term Nursing Care Insurance
* Long-Term Disability Plans
* 403(k) Services and Analysis
* Pre-Tax Life Insurance
We're currently licensed to provide securities in the state of FL, CA, KS, ID, OH, KY, VA and TX. This isn't an offer to sell securities or offer investment advice in any other jurisdiction or state.