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 & analysis
- Financial planning as an executive benefit
- Transition strategies for unexpected situations
- Financial 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.
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. 8044 Montgomery Road, Suite 450, Cincinnati, OH 45236. Osaic FA, Inc. and its representatives do not offer or tax advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. CRN-6787285-071224