I have over 37 years of experience helping clients navigate the complex and confusing insurance marketplace. I know the importance of understanding the unique concerns and needs of each client. Before I suggest a solution, I always take the time to fully review your concerns, circumstances, and budget. Once you become a client, I understand that your needs may change along with your family, job, or income.
I give quick response to your needs with personal attention to your account. I am always ready to help you revisit your coverage to make sure it is still relevant and cost-effective. I am there to provide continuing service to you. While I incorporate contemporary financial and insurance concepts, I have built my business on traditional values of community involvement and personal service.
I am actively involved in the community. I know that my continual success depends upon the ongoing success of the community. Founding Member, Southwest Florida Chapter of National Football Foundation and College Hall of Fame.
I give quick response to your needs with personal attention to your account. I am always ready to help you revisit your coverage to make sure it is still relevant and cost-effective. I am there to provide continuing service to you. While I incorporate contemporary financial and insurance concepts, I have built my business on traditional values of community involvement and personal service.
I am actively involved in the community. I know that my continual success depends upon the ongoing success of the community. Founding Member, Southwest Florida Chapter of National Football Foundation and College Hall of Fame.
Services
If you own or manage a small business, you want to plan for the future, take control of your finances and fix problems that impedes your business.
We never plan to make mistakes.
There are six mistakes that consistently cause businesses to fail.
You need to know what they are and to avoid them.
Buy-Sell Planning: Planning for and protecting ownership in the event of death or disability.
Key Person Insurance: Protecting against the loss of indispensible employees.
Executive Bonus Plans: Popular technique to attract and retain key employees.
We never plan to make mistakes.
There are six mistakes that consistently cause businesses to fail.
You need to know what they are and to avoid them.
Buy-Sell Planning: Planning for and protecting ownership in the event of death or disability.
Key Person Insurance: Protecting against the loss of indispensible employees.
Executive Bonus Plans: Popular technique to attract and retain key employees.
It is a challenging time.
All the economic ups and downs can make anyone anxious.
Let me help you take some of the anxiousness out of your retirement.
I can help you develop a coordinated retirement income plan that focuses on balancing safety and income.
Health Care Expenses: Rising health care costs coupled with inadequate health care coverage can have a devastating effect on a retirement plan.
Inflation and Taxation: Inflation and taxation increases costs and may erode the value of assets set aside to meet those costs.
All the economic ups and downs can make anyone anxious.
Let me help you take some of the anxiousness out of your retirement.
I can help you develop a coordinated retirement income plan that focuses on balancing safety and income.
Health Care Expenses: Rising health care costs coupled with inadequate health care coverage can have a devastating effect on a retirement plan.
Inflation and Taxation: Inflation and taxation increases costs and may erode the value of assets set aside to meet those costs.
Reviews
Be the first to review Douglas Deavers Financial Services.
Write a Review
