Your Financial Privacy: Keep a Zipper Lip
Most individuals are shocked when they find out exactly how much of their personal and financial information is floating around on various consumer lists. To help stop the spread of your personal information, consider the following: 1) do not give any of your financial or personal information to unfamiliar telemarketers or solicitors; 2) try to avoid giving income and work information on product registration and warranty cards; 3) be secretive about passwords or personal identification numbers (PINs) on bank cards, telephone cards, cellular phones, etc; 4) avoid giving out your home phone number; 5) do not use your Social Security number as your driver's license number (states that use Social Security numbers for driver's license numbers will usually give you a different number upon request); and 6) avoid providing personal information, such as credit card numbers and Social Security numbers to unknown websites. Shop online only with a secure connection, and be sure to read the site's privacy policy before you buy.
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Planning

Dougherty & Associates

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The hallmark of Dougherty & Associates is our unique, proprietary, financial planning process. Our advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.

Through our financial planning process, we do not evaluate only one aspect of your life, we look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies and Business Owner Planning. By doing this, you can feel confident that all aspects of your life are evaluated together. Your financial plan will identify gaps that a piecemeal approach can miss. Solutions that are customize to meet your needs can then be developed to help you realize your financial goals and dreams.