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Estate Planning and Family Wealth Transfers services information
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Employer Group Benefits

Advising employer groups in acquiring the best benefits, costs, and services for your company

Estate & Gift Tax Planning

Family Wealth Transfers

Retirement Planning

We specialize in protecting estates, planning for retirement, and family income protection.

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Established in 1990, Marion Douglas Financial and Insurances Services specializes in the provision of employee benefits, as well as family wealth, retirement, and business planning services. 

Led by Doug Godown, who brings with him over 30 years of experience, our senior consultants have developed an outstanding reputation as industry leaders in these disciplines. 

Our commitment extends beyond the production and delivery of both immediate and long-term results -- we believe that establishing and maintaining a relationship is the secret to strong, lifelong alliances between our consultants and our clients. We take tremendous pride in our inimitable, innovative approach, which has resulted in impressive client retention and satisfaction. 

Our Strategic Partners

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck