Doug Andrew's Personal Story

Doug Andrew established his financial practice in 1974 and quickly established a reputation as a trusted and passionate financial strategist. In 1982, Doug and his wife Sharee experienced a “defining moment” that changed their lives forever. They went from a six-figure income and owning their dream home, to financially losing their house and starting over again.

This experience changed the way Doug and Sharee not only handled their own finances, but also the advice Doug gave to his clients. He no longer took all traditional financial advice as fact—he adamantly refused to “follow the crowd” with his money, just because everyone else was doing it. Instead he delved into extensive research to uncover sound financial alternatives.

This passion led Doug to develop his unique and powerful financial philosophy of liquidity, safety, and rate of return. He teaches that financial liquidity (having access to your money when you need it) is paramount to surviving the storms of life. He contends that safety of principal (avoiding loss of financial principal due to market volatility) is absolutely necessary, no matter how undervalued it may be by “the crowd” of financial advisors. A secure and safe retirement lifestyle isn’t created through massive risk, but rather through conservative rates of return, where losses due to market upheaval are taken out of play.

He is a pioneer in the field of max-funded, tax-advantaged insurance contracts and has guided clients in implementing this powerful strategy for over 40 years. Doug and his team have worked with clients across the U.S.

As a continual learner, Doug Andrew currently collaborates with some of the top entrepreneurial think tanks in the country. Live Abundant and Missed Fortune have grown from his passion to live with an abundance mentality and create value in the lives of those heading toward and in retirement.

[jtall]

Thank you for sharing!   Your 3 principle is exactly what our company preaches as well!  I think you actually met our CEO and VP about 3-4 years ago at Allianze headquarter.