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Marion Douglas Financial and Insurance Services

CA

Phone:

  • 714-696-7300

Fax:

  • 714-696-7310

Retirement Planning

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

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Estate & Gift Tax Planning

Family Wealth Transfers

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Employer Group Benefits

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

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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

 

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