Doug Vernon
Unique financial strategies based on your values and life goals
State(s) Licensed: DC, IL, IN, KS, MD, MO, OK
1515 Des Peres Road Suite 100
St Louis, MO 63131
Unique financial strategies based on your values and life goals
State(s) Licensed: DC, IL, IN, KS, MD, MO, OK
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
I work with my clients by helping with:
- Asset allocations
- Retirement strategies
- Investment strategies
- Life insurance
- Risk management
- Education funding
- Charitable strategies
- Wealth management
- Estate strategies
- Tax efficiency strategies
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- What are strategies for distribution in retirement?
- When can I retire?
- Should I have a ROTH IRA?
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Location
St Louis Office
- Phone:
- 314-560-4517
- Fax:
- 833-329-3954