Douglas William DeGain provides personalized financial planning and investment management to individuals. Services include identifying financial objectives, solving financial problems, cash flow design, tax planning and preparation, investment allocations, retirement planning, insurance, and estate planning. Douglas William DeGain is a fee-only firm and does not sell products or accept commissions.
Assets Under ManagementN/A
Clients18
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Douglas William DeGain provides investment advice as part of a full retainer agreement. The firm recommends no-load mutual funds, U.S. Government bonds, money market accounts, and certificates of deposit. Implementation of recommendations is always at the client's discretion.
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