Welcome to Dougherty & Associates
"Do you have a written plan forecasting income and expenses in retirement to ensure that you do not run out of money?"
To watch a short video, Life in a Box click here.
Articles Relating to Social Security
Newsbites
Local Financial Advisor Receives National Health Care Recognition
Charlotte Dougherty, CFP®, of Dougherty & Associates, recognized for excellence in service to area medical professionals.
To read the press release, click here.
Charlotte was listed in "Americas' Top 100 Independent B/D Advisors" in Registered Rep.
Charlotte presented a learning session at the Ohio Society of CPA continuing education meeting in Cincinnati, September 27, 2011, on the topic "Crossing the Finish Line; Planning for Longer and Costlier Retirements".
Charlotte was listed in Cincinnati Magazine, October, 2011 edition as a "Five Star Wealth Manager, 2011".
Charlotte Dougherty, CFP®, of Dougherty & Associates, recognized for excellence in service to area medical professionals.
To read the press release, click here.
Charlotte was listed in "Americas' Top 100 Independent B/D Advisors" in Registered Rep.
Charlotte presented a learning session at the Ohio Society of CPA continuing education meeting in Cincinnati, September 27, 2011, on the topic "Crossing the Finish Line; Planning for Longer and Costlier Retirements".
Charlotte was listed in Cincinnati Magazine, October, 2011 edition as a "Five Star Wealth Manager, 2011".
At Dougherty & Associates, our purpose is to guide you to a more secure future. We look at every possible way to help you maximize all you've achieved in life. We offer a full range of wealth advisory services designed to help satisfy your personal financial needs.
You've succeeded in so many ways. You've "made it" - on paper at least. But still you wonder, "Is it enough?" "Could I do better?" "Is this the best I can do for my loved ones?" You need to know the answers. Because there are as many ways to enjoy what you've built as there are potential missteps that can cripple your financial future.
We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
Put Your Future in Capable Hands
A financial advisor you can trust; an organization you can count on. With Dougherty & Associates, you get both. Here's how we work:- We identify your needs and objectives.
- We fully analyze and evaluate your personal situation.
- We give you input and advice to help you make timely, informed decisions.
The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.
