Dougherty & Associates Information

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 Charlotte Dougherty is a registered representative of Lincoln Financial Advisors a broker/dealer (Member SIPC) and an investment advisor. Dougherty & Associates is not an affiliate of Lincoln Financial Advisors. We are licensed to sell securities in the following states: AL, AZ, AK, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MD, MS, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. CRN-3570801-04292