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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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Shows how transfer-on-death designations help avoid probate costs.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Explores how investment strategy changes once retirement begins.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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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