Charlotte Dougherty, Cfp® Email & Phone Number

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 help 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 & AssociatesTowers of Kenwood-East8044 Montgomery Rd., Ste. 450Cincinnati, OH 45236Toll-free: 1-800-225-6647P: 513-745-7007F: 513-745-9708Securities 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.

Listed skills include Retirement Planning, Retirement, Financial Advisory, Strategic Financial Planning, and 14 others.

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  Miami University