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Thomas Gordon Doncaster

Telling It Like It Is, Caring Like No One Else

No Current Employment Listed

Kennewick

WA

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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Group 11 years, 7 months May 2008 - Present

Designations & Memberships

  • Million Dollar Round Table
    Membership
    Million Dollar Round Table
    The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
  • Society of Financial Service Professionals
    Membership
    Society of Financial Service Professionals
    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Wealth Manager
    Designation
    Chartered Wealth Manager
    Individuals holding this designation have an understanding of client relationship management, communication, sales and financial planning.
  • Registered Financial Consultant
    Designation
    Registered Financial Consultant
    Supplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry

Articles and Answers

Insights by Thomas Doncaster

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Answers

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Insurance Gap between job change?
ColinI would contact Assurant. They offer a short term major medical plan that would cover your 2 or 3 month gap. This way, you wouldn't need to be concerned with a gap in coverage should something occur.I believe you could apply on-line.Tom Doncaster CLU, CWM, RFC...  (more)
Answered Sep 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      9
    • as of date
      Oct 7, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      9
    • as of date
      Oct 7, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

    There are no assets to display at this time.

    Fees

    Types of Compensation Arrangements