Doan Financial Services, as 3Mark Financial Affiliated Advisors, embody a dynamic and forward-thinking organization thriving on a commitment to excellence. Our driving force is the pursuit of the best ideas, the cultivation of innovation, and the power of collaboration among the industry’s best minds in life insurance.
We believe in harnessing the cutting-edge capabilities of the best technology to elevate our solutions and deliver unparalleled value to our partners and clients. With a relentlesss dedication to pushing boundaries and achieving remarkable outcomes, we are at the forefront of innocation and creativity
We equip clients for effective
financial risk management
Clients build wealth through hard work and vision. We not only recognize but also safeguard and elevate their achievements!
We collaborate with CPAs and estate planning attorneys to empower clients in enhancing their financial well-being and mastering the art of risk management through qualified and non-qualified financial strategies.
QUALIFIED
- SIMPLE IRAs
- IRS Safe Harbor
- Defined Contribution Plans
– 401(k) Plans
– Profit Sharing Plans - Defined Benefit Plans
– Traditional defined benefit plans
– Cash balance plans
– 412(e)(3) plans
NON QUALIFIED
- Executive Bonus
- Deferred Compensation
- Split-Dollar Loan
- Split-Dollar Economic Benefit
- Kaizen®@Pre-tax
- Trizen®@ Post Tax
- SERP
- Exempt Charitable Trusts
- Business Succession Strategy
UNLOCK THE INSIGHTS
Schedule a meeting for a detailed exploration of the matter.