Doug Sample

For the last 31 years, Doug Sample has lived in Central Texas and along the Texas Gulf Coast. Twenty-six of those years, he has been a successful Financial Advisor. In 2017, he and his family decided to move back home, to Edna, Texas. Since he's been back, he has been working to expand his business to service Edna and the surrounding area.

Doug's specialty is helping Employers manage their retirement and benefits plans including 401k, 457, and 403b plans; SIMPLE or SEP IRA; and traditional, rollover, and Roth IRAs.

Bringing almost three decades of industry experience to every project, Doug works with employers to establish a new plan or integrate new products into existing plans. Doug can conduct open enrollment and enroll new employees during the year and serve as the employees' single point of contact, taking the pressure off HR so that they can manage their daily workload. For employees that leave the company, he can manage the whole process, helping them roll out of the employer plan and transition into their new role, outside the company.

Doug makes it a priority to be transparent with all transactions, working as an extension of your Human Resource department, offering a wealth of knowledge and expertise in the retirement planning space.

Click here to learn more about the products and services Doug can offer you and your business.