Doug Hacker

Background

About Doug Hacker

I have over 20 years of experience in the financial services industry. I am Series 7, 63, and 65 registered as well as holding both life and health insurance licenses. My mission is to help clients take advantage of potential opportunities by providing them with three key tools: 1. A clear understanding of their financial goals 2. A well-defined roadmap for pursuing those goals 3. Ongoing advice to help adjust their roadmap when their needs change My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies. Specialties: Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, 529 Plans, Unit Investment Trusts, Trust Reviews, Long-Term Care Insurance, ETFs, Options, Fixed Income, Life Insurance, Retirement Planning, Investment Strategies, Financial Advisory. I specialize in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term objective financial goals. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: