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Earl Doucette| Financial Advisor
Earl Doucette is proud to have served the insurance and retirement planning industry as a licensed professional since 1987. He opened Family Retirement Solutions in 2003 to be able to create customized solutions for the individual needs of his clients. Earl specializes in safe, yet competitive investment strategies with tax advantages. He is recognized as a top advisor by several of the most well-known insurance carriers in the nation and operates with a core of experience in life, health, retirement, investment strategies, and personal insurance products.
With Earl's vast range of expertise, you can rest assured that he and his agency offers only the highest quality products at the best rates built completely around your needs. His agency recognizes the need for Americans to take responsibility for their own retirement plan, instead of relying on a company or the government to provide their retirement incomes. They can share solutions with you that may help you achieve and exceed your financial goals, throughout retirement, while minimizing, a number of risk factors. His agency has provided many businesses, self-employed, and individuals with health insurance products. While providing professional consulting expertise, they help keep their client's premiums affordable without compromising benefits. If you’re looking for someone that is honest, has the highest integrity, and has your best interest at hand Earl Doucette is the agent you should be working with. |
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Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Contact Us
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MAIN OFFICE
14315 Corporate Way Ste C Moreno Valley, CA 92553 |
CALL US
951-888-2550 |
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