John E. Dougherty Iii, Mba, Cfp®, Crpc® Email & Phone Number

We help build financial security for individuals, professionals and business owners and those who face sudden life changes. Guiding you through life transitions, we take our role as trusted financial advisors seriously. The hallmark of our work with clients is the foundation we establish through our customized in depth financial planning process. Your goals are aligned with each area of your financial life to reveal the most appropriate tax reduction strategies, estate design, wealth management, personal risk management, and investment planning solutions. The entire analysis is integrated so that no stone is left unturned and every area is coordinated. We offer a full complement of wealth advisory services and provide unbiased, effective and clear advice. We deliver enriching solutions for the growth, preservation, protection, and distribution of wealth. Specialties: Investment advice, wealth management, estate preservation and transfer, retirement planning, life transition planning, tax reduction strategies, risk and protection strategies, affluent family wealth planning, "soon to be retiring" strategies, concentrated stock risk reduction planning. John E. Dougherty III, MBA, CFP®, CRPC®, is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. John E. Dougherty III, MBA, CFP®, CRPC®, is securities registered in AL, AZ, CA, CO, FL, GA, ID,IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NH, NV, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. CRN-5605462-040323.We cannot accept LinkedIn mail due to regulations affecting advisors. Please email john@dougherty-associates.com. With your permission, I will add you to my mailing list and reply to your requests for information. Dougherty & Associates is not an affiliate of Lincoln Financial Advisors Corp.

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Investments, and 18 others.