CONTACT INFORMATION: Charlotte A. Dougherty Website 513-745-7007 charlotte@dougherty-Associates.com
Founded by Charlotte Dougherty, CFP®, Dougherty & Associates is 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.
PUT YOUR FINANCIAL FUTURE IN OUR CAPABLE HANDS
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
- Institutional money management opportunities
- Trust, foundation & qualified plan investments
- Planned or charitable giving
- Business succession planning
- Deferred compensation strategies
- Employer benefit & retirement plans
- Foundation / endowment audit & counsel
- Financial planning as an executive benefit
- Transition strategies for unexpected situations
- Planning for Physicians
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.
Charlotte A. Dougherty, CFP® is a registered representative of Lincoln Financial Advisors Corp. Security and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. 4030 Smith Road, Suite 400, Cincinnati, OH 45209, 513-745-7007. Dougherty and Associates is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors does not provide legal or tax advice. CRN-3693280-072921.