Doug is a well-known financial educator in the tri-county area. His unique IRA Tax Saving seminars have been very popular among retirees and business owners.
Doug has developed a specialty in working with people who want to protect their assets and provide for a secure lifetime of income. In his practice he has counseled hundreds on avoiding the common mistakes made by most business owners and retirees.
If you're looking for ways to help protect your money, don't miss Doug's seminars. He has helped hundreds of people cut income taxes, avoid taxes on social security, increase spendable income and reduce or eliminate estate taxes. He also develops techniques to shelter assets from creditors and divorce.
Doug is the creator and former host of the popular "Mature Money" radio show on KSCO 1080am.
His clients include physicians, attorneys, business owners and executives from companies such as Lockheed, AT&T, Pacific Bell, Granite Rock, and Hewlett Packard. He is a life-long resident of Santa Cruz and currently resides in Pasatiempo with his wife Jo-Ann.
Doug has been involved in a number of civic and charitable organizations over the years, such as Mid-County Rotary, United Way, the association for the Retarded, Dominican Hospital foundation, a past Cub Scout Master, a Junior Achievement Leader and is active in numerous political organizations.
He is a founding board member of Coast Commercial Bank and most recently, Lighthouse Bank, past president of the Pasatiempo Home Owners Association, and past president of the Pasatiempo Golf Course. His daughter Stacy completes the Austin Financial Group.
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