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Doug's insightful solutions have been of benefit to clients looking forward to their retirement and those already retired. Doug looks to Life Insurance products and Indexed Annuities that provide safety of principal, provide tax deferred growth and assist with estate planning. Doug enjoys working with people and feels that everyone should have the ability to create and define their own future.
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Doug's insightful solutions and guidance have helped many people over the years. Doug believes products that provide Safety of Principal and provide tax deferred growth take the pressure off his clients who prefer safety versus risk. Doug also refers to many estate planning attorneys in areas close to his clients for those wishing legal advice.
Another benefit that Sound Financial Concepts reviews with clients is the newer type of Life Insurance product that offers the benefit of Long Term Care without the risk of traditional Long Term Care which is: Use it or lose it. With the newer products, the client is covered with a life insurance and the optional long-term care rider. This is proving to be a smart alternative to self-insuring. There are several companies to choose from to customize for each client. This allows clients to face the future with confidence
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Trish's life time and work experiences allow her to share her
wisdom in many areas of helping clients to live a life without financial pain.
Trish brings experience in estate planning and guidance to
those who are experiencing what to do when a loved one passes away. Trish has
been successful in helping those create a healthy financial life. Her expertise
adds to the services of Sound Financial Concepts.
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