The Wealth Guardians

Doug Ray

Doug Ray

The Wealth Guardians with Doug Ray

Thursday, 8-8:30 a.m.

Doug has been a financial advisor for 27 years and specializes in working with those approaching or in retirement. He holds designations as a Chartered Financial Consultant ChFC®, Retirement Income Certified Professional RICP ®, and has been recognized as a Top of theTable insurance professional for the last 5 years. These designations have strict educational and ethical standards and are considered top industry credentials. Doug is also a member of the Ed Slott Elite IRA Advisory Group. Read more on Doug’s experience on our website www.thewealthguardians.com.

Services:

With our mission of ‘protecting your retirement from market loss with safe money strategies’ we offer:

  • Comprehensive retirement Income planning-a written plan
  • Social Security Maximization strategies
  • All insurance needs-life, disability, long term and extended care as well as Med Sup plans
  • Small business owner BUY/SELL policies and continuity planning
  • 401k rollovers
  • IRA & Roth IRA assessments
  • RMD advisement
  • Estate planning
  • Strategic alliances with CPA, Elder & Estate Planning attorney, and managed money accounts
  • On-going educational events and tools to include workshops, newsletters, & email updates

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Read what our clients are saying:

2017-01-03thewealthguardians“My wife had listened to Doug Ray’s Radio show for about a year when she suggested to me that we needed to talk with this man. We had CD’s, Annuities,Stocks,and Real Estate, scattered everywhere and really didn’t know what we had. I was ready to do something b/c we are quickly approaching our “Golden Years” and didn’t really have any kind of a “Plan.” Our first meeting with Doug lasted well over 2 hours and we just talked and talked and we just learned and learned and got to know each other. We left him with what we thought we owned. A few weeks later, we met a second time and spent another two hours discussing possible options for us. At no time during either of our meetings did Doug make any attempt to sell us anything. He simply educated us on what we needed to know to make an informed decision on options he was giving us. At the third meeting a couple of weeks later, Doug gave us a proposal based on what he had learned about us and our situation. Still, he didn’t say “sign right here” He told us to take the information home, study it and let him know if we had any questions and to set up a meeting with him later when we were ready. Folks, when you’re dealing with someone that’s going to handle your life savings, it takes a while to trust that person. We now know and trust Doug Ray. Doug gained our trust by being “Patient” and not “Pushy” and we have never regretted signing on with him and The Wealth Guardians.” Doug & Gail S., Pilot Mountain, NC

The Wealth Guardians corporate headquarters in Charlotte.

The Wealth Guardians corporate headquarters in Charlotte.

“Doug is the nicest and most sincere financial planner I have ever used. His knowledge and guidance have been a tremendous help in my financial journey!” Jeanne M. Charlotte, NC

2017-01-04wgira“In the maize of trying to figure out how to secure a stable financial future I had listened to Doug Ray on his WSJS radio program. I made an appointment with him and we discussed my investments and how to secure them and make them grow. Doug listened and made a few suggestions and after taking sometime ( a long time) to think about them, I set up an appointment and Doug was more than happy to sit down again, go over any questions I had. He wanted me to feel secure in my decision making process. I then made the commitment and have not looked back knowing that Doug has and will have my best interest at heart.” Tim G., Pfafftown, NC

 “Doug is knowledgeable, thoughtful, and thorough in delivery of his financial approach answering any question one has. He does not bring pressure on your personal decisions and he has followed up with us making us feel secure and appreciated as customers.” John and Terry G., High Point, NC
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The Wealth Guardians Clemmons office

2017-01-03wealthguardianstotlogo“After retiring and trusting someone to handle our affairs for us, we realized how harmful and expensive this could be. We were encouraged to use the “buy and hold method” and lost a considerable amount of our retirement. We had heard Doug Ray over the radio and thought what he said made sense. After meeting him and discussing our situation, we realized he wanted to help us learn to help ourselves. By his guidance and his classes, we feel much more aware of what is going on and much more in control of our assets. We appreciate the sincere help he has given us and continue to look to him for advice.” Jon and Carolyn J., Winston-Salem, NC

2017-01-04wgbbb“My 401K had been parked mostly in Money Market for a long time, didn’t lose, but didn’t gain either.Having listened to Doug’s
program on Saturday mornings for a long time, I decided to make an appointment to discuss my retirement situation with him. We slowly walked through the program he thought would fit my situation best.Doug showed me how to obtain guaranteed funds for the future with out any risk to my investment by walking me through the program slowly, all my questions were answered. Don’t know what I would have done without his help. Not only is Doug my Financial Advisor, he is also a new friend to me.” Betty K., Winston-Salem, NC

Contact us:

11520 N Community House Road
Suite 150
Charlotte, NC 28277
704-248-8549

3540 Clemmons Road
Suite 113
Clemmons, NC 27012
336-391-3409

Online – www.thewealthguardians.com

Listen to our recent shows –

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