Home | Dougherty & Associates

Are you Ready for Retirement?

Let us create a retirement projection for you and make sure you will spend your retirement the way you want to

Schedule an Appointment

New Job?

Let us help you consolidate your old retirement accounts.

Schedule an Appointment

New Member of the Family?

Invest in their future with a 529 college savings account.

Schedule an Appointment

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Go to Our Firm

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

Go to Our Services

Our Resources

Our resource center offers a broad spectrum of timely, informative articles written with you in mind.

Go to Our Resources

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

Useful Content

Curated content to help you thrive.

Blog

Stay up to date on our latest articles.

Learn more

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Learn More

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Learn More

Tell Us How We Can Help You Today

Name

Email

Address

Question

Thank you!

Oops!