Independent Financial Services Firm
The BattDouglas Financial Group is an independent financial services firm headed by Allison Batt M.S. and Michael Douglas CFP, CLU, ChFC. The BattDouglas Financial Group works exclusively with physicians providing comprehensive financial planning, specialty specific disability insurance, life insurance, student loan repayment strategies and wealth management and investment services. We work with physicians throughout their careers: from residency and fellowship to retirement.
Comprehensive Personalized Guidance
We work with physicians in many states across the country*. For convenience and flexibility, we schedule meetings via phone & internet to fit into any schedule or time zone. We use software which enables our clients to share desktops, review documents and run quotes in real time. We provide you with comprehensive personalized guidance from the comfort of your home or your office. Typically, we schedule our meetings 9:00 AM – 6:30 PM EST Monday through Friday but rest assured, reagrdless of your time zone, we accomodate to find meetings times that work for even the busiest of schedules.
Certified Financial Planning
The BattDougals Financial Group was founded by Michael Douglas CFP, CLU, ChFC and Allison Batt M.S. Michael is a Certified Financial Planner™. Through his years of experience and education in the financial field he has also attained the respected designations of Chartered Financial Consultant and Chartered Life Underwriter.
Years of Experience
Allison has served in the financial industry for 18 years. She brings our clients extensive knowledge and experience ranging from estate planning, trusts, and charitable giving to retirement income planning.
The BattDouglas Financial Group, is founded on an educational background instead of a sales background. We are not influenced by a corporate parent company – which means we are independent and free to choose the very best solutions for you.