For over 30 years Michael Dougherty has been assisting people nearing retirement and the newly retired in the Denver region with his “Charting Your Course” program. His practice centers on helping investors to:
- avoid retirement planning mistakes and
- turn their dreams into the reality of living life
in retirement as they would like it to be.
Mike has created hundreds of retirement plans. He understands the pitfalls of bad retirement income planning. And this is vital: He has been through the ups and downs of the market many times to become a time-tested retirement planner for pursuing a successful retirement.
The Highest Priority For Mike
Is Connecting With His Clients
He limits his practice so that he can personally devote time and expertise to each individual client. He tailors every retirement strategy and investment strategy for each client.
First and foremost, Mike listens. As he explains to his clients, “The more you share, the better we can help shape your retirement plan.” Meetings are conversations, not lectures. And there’s no jargon.
Becoming A Financial Advisor
No one was surprised when Mike became a financial advisor. Even before his MBA in finance and his undergraduate degree in Business Administration from Canisius College in New York, he began to invest.
In high school he bought his first mutual fund. When he was a high school senior, he started an investment club (his father joined the club) with the stockbroker Richard Smith as his mentor.
Commitment To Education
Mike has been behind the lectern as a teacher of business and finance courses at both the graduate and undergraduate level. He has written articles for the Denver Business Journal and a regular column with the Aurora Accent newspaper.
In addition, he contributed his financial experience as a successful three-time co-chairman of the Cherry Creek School District bond election committee.
When he lived in New York, Mike enjoyed sailing on Lake Ontario on his 30-foot sailboat, “Chicken of the Sea.” Once he and his family settled in Denver, his sailing week ends ended. His “Charting Your Course” program for a successful retirement reflects his joyful memories of sailing.
Mike Dougherty’s firm, Dougherty Wealth Management, is an independent, fee-based retirement planning firm. Simply, “independence” means that there are no proprietary products that he is encouraged to sell and no sales quotas to meet. The retirement advice, strategies, and services he and his team provide are in his clients’ best interest.
