Doug English, Cfp
Financial Service
Why pick this one
Doug English, CFP provides fee-only fiduciary planning for credit union executives, coordinating 457(b), 457(f), CASD, tax, retirement, and legacy strategies.
Best for
- Credit union CEOs and key executives with complex benefit packages
- Executives managing 457(b), 457(f), CASD, or split-dollar arrangements
- Credit union leadership teams seeking coordinated executive financial strategy
- Investors seeking direct indexing and tax-loss harvesting
- Families and executives needing CPA-coordinated tax and investment planning
Look elsewhere if
- People seeking commission-based financial products
- People seeking tax return preparation or legal advice
- People seeking basic investment management without broader financial planning
Specialties
- 457(b) plan coordination
- 457(f) plan coordination
- CASD coordination
- split-dollar arrangement planning
- incentive compensation planning
- executive benefit plan coordination
- direct indexing
- tax-loss harvesting
- CPA and tax coordination
Certifications
- Carolinas Credit Union League
What makes them different
- Fee-only fiduciary firm specializing in credit union executive benefits
- Credit union clients collectively oversee more than $20 billion in member assets
- More than 20 years helping credit union leaders integrate financial strategies with leadership roles
- Direct indexing is offered without an additional charge
- Coordinates financial planning with clients' CPAs, including Johnson Jarvis & Warren when appropriate
- Serves
- Asheville, Charleston, Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 521 College St, Asheville, NC 28801-2430
- Phone
- 18283982802
- Website
- https://act-advisors.com/cuexec
- info@act-advisors.com
Services
- fiduciary financial planning
- investment management
- executive financial strategy
- retirement planning
- tax-aware wealth management
- estate and legacy planning
- risk planning
- portfolio management