When building your retirement plan and setting goals, it’s important to consider how real estate investing and earning rental income can become consistent wealth generators while minimizing risk and maximizing overall returns. For many soon-to-be
关于我们
Committed to helping clients grow and protect their money through sound financial planning and wealth management. Founded by Charlotte Dougherty, CFP?, we are an award-winning, nationally recognized, financial planning & wealth management firm, helping individuals, families, business owners & businesses achieve their true financial potential. We serve as client partners, advocates & advisors during all phases of the financial journey. We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives, and achieve their financial goals. Our services include, but are not limited to: ? Family wealth planning for every generation ? Retirement & inheritance planning ? Concentrated stock analysis & risk reduction strategies ? Estate preservation & transfer strategies ? Trust, foundation & qualified plan investments ? Business succession planning ? Deferred compensation strategies ? Financial planning as an executive benefit ? Transition strategies for unexpected situations We take time to understand your goals & the worries that keep you up at night, so we can strategize & customize a holistic plan. We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can look forward to life as you imagined it. Realize life as you imagine it; call us today: Dougherty & Associates Towers of Kenwood-East 8044 Montgomery Rd., Ste. 450 Cincinnati, OH 45236 Toll-free: 1-800-225-6647 P: 513-745-7007 F: 513-745-9708 Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
- 网站
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https://www.dougherty-associates.com
Dougherty & Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Cincinnati，Ohio
- 类型
- 私人持股
- 创立
- 1980
- 领域
- Wealth Management, Financial Services, Investment Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Life events included Divorce, Death, Inheritance & Job Elimination, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, ETFs
地点
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主要
获取路线
8044 Montgomery Road
Ste. 450
US，Ohio，Cincinnati，45236
Dougherty & Associates员工
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John E. Dougherty III, MBA, CFP?, CRPC?
Official Member at Cincinnati Business Courier Leadership Trust
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Charlotte Dougherty, CFP?
CFP? committed to helping clients grow and protect their money through sound financial planning and wealth management
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Bill Dougherty CPA
CPA, CFP?, PFS
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Val Johnson
Accountant/ Magnuson, McHugh, Dougherty
动态
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If you’re worried about a cut in Social Security benefits denting your retirement savings, there are steps you can take to make up for the shortfall. https://bit.ly/4dsZvqV
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Building and preserving wealth for retirement requires both a smart investment plan and a thoughtful tax strategy growth and stretch your dollars, allowing you to maximize your wealth and peace of mind. Below are five strategies https://bit.ly/3XYPcqd
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Tax planning is much more than just filling out your 1040 form on time each year. When you're earning a regular income, you'll want to keep as much of it as you can while still doing your duty https://bit.ly/4gemJ6J
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As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term. https://bit.ly/3MysTRz