A collaborative financial advisor for retirees and those near retirement
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A collaborative financial advisor for retirees and those near retirement
48304
📍 Greater Chicago, IL
Yes
Michigan State University - Eli Broad College of Business, BA, Finance
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We’ve been working with Doug for over a year now and he’s been consistently excellent. He stood out from the other advisors we interviewed based on his ability to both clearly and deeply understand financial details but also to translate that in a relatable way. He also not only sought out to understand our goals but pushed us to define them more clearly for ourselves and has partnered with us to do so. I can’t recommend partnering with Doug strongly enough.
Working with Doug has been such a pleasure. His in-depth analysis of our entire financial picture was more comprehensive than expected and he assisted us every step of the way as we put plans into action. Doug has been extremely responsive, excellent at follow through, and has provided straightforward guidance for all the questions we had. Working with Doug has been a true partnership- one we look forward to continuing!
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
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