Dougherty & Associates
Dougherty & Associates
4030 Smith Road
Suite 400
Cincinnati, OH 45209
4030 Smith Road
Suite 400
Cincinnati, OH 45209
Toll Free Number: (800) 225-6647
Phone Number: (513) 745-7007
Fax Number: (513) 745-9708
Web Address: www.dougherty-associates.com
Phone Number: (513) 745-7007
Fax Number: (513) 745-9708
Web Address: www.dougherty-associates.com
Categories: Asset Management, Estate Planning, Financial Advisors, Financial Planning Consultants, Retirement Planning Services
At Dougherty & Associates we partner with clients to create a financial blueprint for the future.
At Dougherty & Associates we partner with our clients to create a financial blueprint for the future. We assist people in planning for critical life events such as retirement, loss of a loved one, or significant wealth and business transfers.
We work with couples, families, business owners, corporate executives, medical professionals, and retirees - people who are responsible, respected leaders in their industries, professions, and communities. We understand the challenges and opportunities our clients face and are proud to serve them during every stage of their financial journey.
We believe that the comprehensive financial planning process must begin at the individual level. Once we have clearly defined and quantified a client’s goals and objectives, our experienced team of advisors analyzes his or her particular circumstances in light of the external economic environment. An action plan is then recommended and we work closely with our clients to implement and continually measure plan progress. We strive to ensure objectives are met and proactively address any potential impediments to success.
Our specialties include: comprehensive financial planning, wealth management, retirement strategies (individual and institutional), investment planning, tax reduction strategies, estate conservation and planning, risk management, education funding, income planning, charitable planning, and wealth accumulation. Visit www.doughertyassociates.com for more information.
Associates of Dougherty and Associates are registered representatives of Lincoln Financial Advisors Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer member SIPC and registered investment advisor. Dougherty and Associates is not an affiliate of Lincoln Financial Advisors. CRN-1460015-040116
Keywords: comprehensive financial planning, wealth management, retirement strategies (individual and institutional), investment planning, tax reduction strategies, estate conservation and planning, risk management, education funding, income planning, charitable planning, wealth accumulation
At Dougherty & Associates we partner with our clients to create a financial blueprint for the future. We assist people in planning for critical life events such as retirement, loss of a loved one, or significant wealth and business transfers.
We work with couples, families, business owners, corporate executives, medical professionals, and retirees - people who are responsible, respected leaders in their industries, professions, and communities. We understand the challenges and opportunities our clients face and are proud to serve them during every stage of their financial journey.
We believe that the comprehensive financial planning process must begin at the individual level. Once we have clearly defined and quantified a client’s goals and objectives, our experienced team of advisors analyzes his or her particular circumstances in light of the external economic environment. An action plan is then recommended and we work closely with our clients to implement and continually measure plan progress. We strive to ensure objectives are met and proactively address any potential impediments to success.
Our specialties include: comprehensive financial planning, wealth management, retirement strategies (individual and institutional), investment planning, tax reduction strategies, estate conservation and planning, risk management, education funding, income planning, charitable planning, and wealth accumulation. Visit www.doughertyassociates.com for more information.
Associates of Dougherty and Associates are registered representatives of Lincoln Financial Advisors Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer member SIPC and registered investment advisor. Dougherty and Associates is not an affiliate of Lincoln Financial Advisors. CRN-1460015-040116
Keywords: comprehensive financial planning, wealth management, retirement strategies (individual and institutional), investment planning, tax reduction strategies, estate conservation and planning, risk management, education funding, income planning, charitable planning, wealth accumulation
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Interview Q&A
How long have you been in business?
We have served our clients for more than 20 years.
What is your primary product or service?
Investment management, financial and retirement planning. We help people plan for life.
How do you differentiate yourself from other businesses in your category and area?
We are passionate about helping people achieve their financial goals and walk with them on the journey to be certain we help them every step of the way.
How many locations do you have and do you have plans to expand?
Cincinnati, Ohio. We have clients in many states throughout the U.S.
What are your hours of operation?
Normal business hours.
What is the best compliment anyone can give you?
I wouldn't be where I am today if it weren't for your help.
We have served our clients for more than 20 years.
What is your primary product or service?
Investment management, financial and retirement planning. We help people plan for life.
How do you differentiate yourself from other businesses in your category and area?
We are passionate about helping people achieve their financial goals and walk with them on the journey to be certain we help them every step of the way.
How many locations do you have and do you have plans to expand?
Cincinnati, Ohio. We have clients in many states throughout the U.S.
What are your hours of operation?
Normal business hours.
What is the best compliment anyone can give you?
I wouldn't be where I am today if it weren't for your help.
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