Doug Waagen, Owner, Lifetime Strategies
dwaag@sbcglobal.net
Stop The Losses With Safe Money Solutions!

Learn More About Doug | (415) 507-1897

 

ABOUT DOUG

Born in Buffalo, N.Y., when I was 9 yrs. old, my family moved to Lesotho, Africa, where my father accepted a professorship, with the Andrew Carnegie Corporation, to teach “Systems of Education” to African teachers. Through this wonderful experience, I developed a deep appreciation for other cultures and a love of travel to foreign lands.

California has been my home for 37 years, and my wife and I reside in San Rafael. My Financial Services Career began in 1999, helping teachers with their retirement plans.

The years have sped by and I have worked with over 1800 clients from all walks of life. No one has ever lost a penny in any account that I have setup for them. My passion is working with clients to help them realize their retirement goals. Together, we will customize a strategic plan where your financial future is maximized, safe and secure.

 

 

OUR SPECIALTIES ARE

  • 403b, 401k, IRA Planning

  • Maximizing Your Retirement

  • Tax Free Lifetime Income

  • Indexed Annunities

  • Life Insurance & Legacy Planning

  • Long Term Care Benefits

  • Update & Review all Policies & Beneficiaries




Clients have said:

Doug is always willing to go the extra mile and assist me in any way possible. He has always been helpful, courteous, and extremely efficient handling all financial matters. I really appreciate all he does to help.
Sally L. - Windsor, CA

My husband and I chose Doug because he is trustworthy, explains everything thoroughly with no pressure and he puts his clients’ interest first and foremost.
Ellen F. - Pacifica, CA

Doug is helpful, friendly, and a great asset when it comes to protecting my financial future.
Rita S. - San Jose, CA

Doug truly cares because he looks out for you. In short, he takes care of his clients.
Dana I. - Sunnyvale, CA

Doug is a true professional. He has always been an expert in our business dealings together.
David L. - San Francisco, CA