Menu
Menu
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 English has been our financial advisor for over 20 years not only with our personal portfolio but also our company’s profit sharing retirement account and other company investments.
He is always available to quickly respond to any questions. He also has an excellent staff for support. They all go beyond any expectations. We have the upmost confidence with his management of our investments. He also has been an excellent advisor on other financial issues. He is very willing to help and discuss any financial situations. His knowledge and expertise are remarkable. We feel very confident investing with Act Advisors.
Joye and Hubert S
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.
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.
I welcome this opportunity to share my high regard for Doug English and Act Advisors. I have been a client for decades. I’m now comfortable and really enjoying my retirement . This is all thanks to Dough and Act Advisors. Any time, under any circumstances you will receive help both professionally and personally. These professionals will work to protect and grow your wealth. You will not be treated as a commodity. All calls are returned, all questions answered, solutions options offered.
Honestly I am not the best customer. Money makes me nervous and I haven’t always done my part. Yet here I am enjoying my life and family because of Doug and all those who work at Act Advisors have helped me.
Please investigate Act Advisors and give them a chance to help you reach your financial goals. One of my best life decisions has been Doug English and Act Advisors
Hubert Shuler
August 8, 2023
Kathi &
August 11, 2023
Judy Arms
September 27, 2023
MARY JANE
August 8, 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.
At ACT Advisors, we help you uncover opportunities hidden in the ebb and flow of your tax rates over time. Your Tax Delta is the difference between high-tax and low-tax years—typically, high-tax pre-retirement years, low-tax early retirement years, and medium-tax later retirement years. With expert planning, we’ll help you time key financial moves—like Roth conversions, charitable giving, and capital gains harvesting—to make the most of these strategic tax windows. Discover how a personalized plan can transform your financial future.