Good client relationships are built on trust. By working with Doug Brauer, you will appreciate the thorough and personal care he provides his clientele. You may also be surprised as together you uncover new ways to think about your finances.
As your financial professional, his goal is to build efficient strategies that help minimize your costs and maximize your protection. Clients value his skill because not only is he a financial advisor with indepth knowledge of financial products and services but he also has a genuine concern for his clients.
Doug’s clients benefit from their relationships with him because he
Planning is a process, not an event. For this reason, Doug is dedicated to working with his clients and their loved ones. He provides his clients with up-to-date strategies as changes occur in their family circumstances and as financial or tax laws change.
Doug works in association with fellow Pacific Advisor specialists to ensure his clients’ plans are coordinated across the many facets of their personal, professional, and financial lives. Since 1993 Doug and his team have provided outstanding ongoing client service.
The real benefit of working with Doug is that his clients move forward with clarity and confidence. They know that they have put into place secure plans that are in alignment with their personal, professional, and financial desires.
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
Click to watch how we can help bring financial balance to your life.
Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0B22243, AR Insurance License Number - 734880. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.