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We meet to understand your objectives and goals. Then, we analyze your cashflows and investments which form the bedrock of our foundational scenario. This framework serves as a reference point, helping you make data driven financial decisions.
We’ll help you determine if you are adequately protected against known risks and identify any unnecessary coverage that might be costing you money. We conduct a thorough evaluation of your property and liability insurance, life insurance, disability coverage, long-term care policies, and more.
Our goal is to help you minimize your tax burden and maximize your overall financial well-being. We meticulously analyze your income tax return and compensation program to identify potential tax strategies that are suitable for your specific tax bracket.
We understand the significance of estate planning in preserving your legacy and ensuring your loved ones are cared for according to your desires. We review your documents to ensure that they reflect your intentions. We analyze the distribution of your assets and evaluate potential tax consequences.
You can understand a lot about us through insights shared by our current clients. These authentic reviews mirror the care that we provide. While we encourage clients to post reviews, we provide no compensation nor exert any editorial control over their feedback. Explore their genuine opinions below.
Doug and his team at ACT-Advisors has been our go to for financial planning as well as some “Life” planning. We have worked with Doug for over 17 years, and he has helped us grow our retirement savings to where we will never have to worry about money again. Doug has very high integrity. Act-Advisors does not churn your saving to make money on trades. While not all of our saving is managed by Doug and ACT-Advisors, they still help us manage it responsibly and help us make better decisions for all of our saving whether they earn money from it or not. We have a great “peace of mind” because even during the worst downturns in the past 17 years we have never been hit as hard as the Markets and been able to be confident that we are well protected by sound investments and not by costly products or gimmicks. We have personally recommended Doug and Act-Advisors to our friends and family, and they continue to be loyal members as well. Before we decided to invest with ACT-Advisors we interviewed other large service providers, but none understood us or listened like Doug. To this day Doug and his team know us personally and takes a real interest in what we are doing, how our family is doing and growing and helps us make good long-term decisions for them as well. We expect to continue to work with Doug and his team for many more years and we are looking forward to even a brighter tomorrow because of their help and support.
We first heard Doug English when he was working at the SCFCU and gave a knowledgeable and understandable presentation about investing. When he began his own company my husband and I were his first clients. We have every confidence in his decisions, and in his team. We have been pleased with all the ACT personnel we have encountered and worked with over the years – not only do we have confidence in their knowledge but their responsiveness is always timely. They are also quite personable, as well as professional. We recommend them to others on a regular basis, and one of our family members has since moved to the company. They are a five star company for sure! I’d give them 10 if that was a choice!
Doug English and everyone at ACT Advisors are simply the BEST!!! They are incredibly knowledgeable about all aspects of the financial arena and investing. Doug has spent his entire career in this profession and it shows. I doubt there is anything that he doesn’t know. His team is personable, professional and super easy to work with. I feel so fortunate to have been referred to this amazing team. I am super happy to be their client and highly recommend them without reservation. These folks are the BEST…!!!
I have been with Doug English for approximately 20 years and trust Doug and his other advisors completely. When my husband passed away 10 years ago, Doug helped me maneuver all the obstacles that came along and I needed lots of help at that time. Doug and Wes Johnson have always been there to answer any questions I have had, no matter how trivial. I would recommend them to anyone. They really take care of their clients.
Kathi &
August 11, 2023
Anne Robichaux
August 27, 2023
Jody Ferrill
January 14, 2024
Judy Arms
September 27, 2023
At ACT Advisors, our investment committee works to craft investment portfolios tailored to your unique circumstances. Whether it’s aligning with your financial objectives, risk tolerance, or existing investment mix. We have a keen focus on minimizing costs to help optimize returns. Our investment screening process is designed to reduce all expenses, including management fees, tax drag, and structural inefficiencies. These are just a few of the strategic approaches we implement in our carefully constructed wealth portfolios.
This investment strategy involves owning individual securities directly. It allows for custom tailored portfolios and can offer greater tax efficiency through tax-loss harvesting at the individual stock level.
This proactive investment strategy strategically sells underperforming assets in order to offset capital gains.
Our stock and bond rotation strategies involve shifting assets between different sectors based on market conditions and indicators.