Douglass Financial, LLC

Douglass Financial, LLC Frank Douglass is a graduate of Clemson University with a B. S. Mr. Douglass has been licensed as a Certified Public Accountant since July 1998.

in Accounting and also holds a Masters of Divinity degree from Southeastern Baptist Theological Seminary, in Wake Forest, N.C. After completing the CFP® Certification Education Program from the Moore School of Business at the University of South Carolina in May 2005, Douglass obtained his CERTIFIED FINANCIAL PLANNER™ certification in June 2006. Douglass has held various positions with private comp

anies, a non-profit firm, two SEC companies and the South Carolina Department of Revenue. He has served as an Adjunct instructor at Midland's Technical College teaching in the areas of accounting, business and finance. A Licensed Life and Health Insurance Agent, Registered Representative*, and an Investment Advisor Representative*, Mr. Douglass has been affiliated with Avantax Investment Services ℠ since 2008. Frank and his wife, JoAn, have two adult children and live in the Lexington area.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/01/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Do global and international mutual funds complement or conflict with each other?
05/29/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/27/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
05/25/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/22/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
05/18/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good fin...
05/15/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
05/13/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/11/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Address

123 Library Hill Ln Ste C
Lexington, SC
29072

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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