Employee Benefits
Helping employer groups acquire the best benefits, costs, and services for their teams.
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Established 1990
Financial clarity, earned over three decades.
Advising employers and families in Employee Benefits, Strategic Business Succession, and Retirement Planning, with the steady hand of a 30-year practice.
30+
Years advising
1990
Founded
8
Strategic partners
100%
Client-first
Our firm
A relationship-led practice, not a transaction desk.
Established in 1990, Marion-Douglas Financial and Insurance Services specializes in employee benefits, family wealth, retirement, and business planning.
Led by Doug Godown, bringing 30+ years of experience, our senior consultants are recognized as industry leaders across these disciplines.
Our commitment goes beyond immediate results. We believe lifelong client alliances are built on trust, candor, and an inimitable, innovative approach.
- Independent advice
- Senior-led engagements
- Decades of continuity
- Tailored, not templated
What we do
Services for the long view.
From employee benefits to estate planning, every engagement is designed around outcomes that compound over decades.
Estate & Gift Tax Planning
Thoughtful family wealth transfer strategies that protect what you've built.
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Employer Retirement Planning
Custom retirement plans designed to attract talent and secure futures.
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Annuities
Stable, predictable income solutions for the next chapter of life.
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Business Succession
Plans that preserve continuity, leadership, and value across generations.
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Medicare
Clear guidance through Medicare options so you can choose with confidence.
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Strategic partners
Voya Financial
Empower Retirement
Fidelity
OneAmerica
The Standard
John Hancock
American Funds
ADP
Engage PEO
Trusted alongside the industry's most established names.
Voya FinancialEmpower RetirementFidelityOneAmericaThe StandardJohn HancockAmerican FundsADPEngage PEOGet in touch
Let's talk about what's next.
Schedule a no-obligation consultation. We'll listen first, then show you what a steadier plan could look like.
714-696-7300