Existing customer? Sign in
© 2023 Wealthtender, Inc. All rights reserved.
A collaborative financial advisor for retirees and those near retirement
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
A collaborative financial advisor for retirees and those near retirement
48304
📍 Greater Chicago, IL
📍 Greater St. Louis, MO
Yes
Michigan State University - Eli Broad College of Business, BA, Finance, Financial Planning and Services
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Having Doug in my corner managing my investment needs has been tremendously helpful. Aside from his deep knowledge as a Certified Financial Planner, he possesses great communication skills as well. Additionally… whenever I have a question or need guidance with my investment strategy, Doug has always been extremely responsive and accessible.
Bottom line… Doug is the best!
After a rather exhaustive search, and experience with several other Financial Advisors, I was thrilled to meet and start working with Doug. Financial Planning is both an art and science, something that requires time and movement from “the weeds”(across many subjects) to the conceptual and psychological realities of the investor. Doug gets it! I feel like I’m in very good hands and have a long time partner(and friend) as I prepare to enter retirement and start living my best life.
I am single, on the cusp of retirement, and needed a financial advisor relating and understanding. I found Doug who has been precisely what I was looking for and needed. His business acumen is only over-shadowed by his one-on-one personal touch. I could not recommend him any more highly.
Doug at Life Point Planning takes time to learn where you stand with your current investment/retirement strategy. He will use that information to offer up a revamped strategy that will maximize your portfolio while keeping your risk tollerence at a level you are comfortable with. He is a constant student of his profession searching for investment and tax saving scenarios that will benefit his customers. He is unlike the majority of this profession and only feels good with his win when he knows he created a win for his customer. He is in this for the long haul.
I’m eager to write this review for Doug. While I know that words don’t teach, I hope that my effort here will inspire you connect with him personally and discover the benefits of collaboration with him, for yourself. Doug brings a broader perspective to financial advising. His approach creates ease, financial clarity, and straight forward communication. Dougs helps clients to focus on the things that are truly essential in the creation of the abundance we are all seeking in life. Last year, I went through a painful divorce and mid-life transformation. Doug was a calm, clear signal in the storm, you might say, showing up for me again and again with wisdom and compassion. Without reservation, I can say that he is lined up in his integrity and purpose. I encourage you to give him a call, a joyful life awaits.
Have been working with Doug for almost 5 years; he is a consummate “student of the game” in understanding what’s best for me and my family’s financial future. The most important aspect of our relationship is integrity and trust. He has handled all of my questions, no matter how small or large, with thoughtfulness and respect. He has provided me with excellent counsel.
Thinking about the future, I appreciate that Doug will still be ‘in his prime’ during my most mature years. Occasionally my peers will share information about their financial advisor relationship that suggests they are not getting great attention or counsel they desire. My recommendation to them (or anyone) who is not getting the most out of their financial advisement is to pls contact Doug for an initial discussion. Full stop.
The human element behind a Financial Advisor is as important as the knowledge. Luckily, Doug is extremely knowledgeable, and he is always available. He is personable, and understands the emotional side of his clients as well. He directly aligns my planning with my families financial goals, and he has always makes time to review my plan. There is nobody else I would rather trust with my family’s financial planning, and I would suggest him 100 times over to anybody!
In an industry where trust and honesty seems to be lost, Doug brings both to the table while also being at the forefront of market knowledge. His ability to customize and tailor clients needs and desires to the many market offerings, all while explaining it in a meaningful way and showing how it will help is second to none. Doug will listen to your goals, help you to get on path to meet those and partner with you, not pressure you into specific products. Money and wealth is an emotional topic for many and there is nobody better to partner with than Doug. Have that first call with him and you’ll understand why this will be the best decision short and long term for your wealth.
Doug has been my financial advisor for the last 3.5 years and it has been such a pleasure working with him on planning my financial future. He has proven to be kind, very trustworthy and knowledgeable in his field, amicable, and a collaborative financial advisor with whom I will gladly work with for the long term.
https://www.lifepointplanning.com/post/buying-the-dip-here-is-how-to-take-emotion-out-of-it
https://www.lifepointplanning.com/post/important-but-never-discussed-the-in-case-of-death-folder
https://www.lifepointplanning.com/post/one-very-important-thing-about-your-financial-planner-you-ve-never-thought-about
https://www.lifepointplanning.com/post/the-math-behind-saving-early
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2023 Wealthtender, Inc.
Leave a Reply