Questions can arise about
IRA distributions, rollovers, 401(k) asset class allocations,
social security benefits, and retirement income issues
as well as estate taxation and the costs of health
care. Then, there are concerns about market volatility
and its effects on planning for retirement.
Perhaps the biggest question of all is:
Will your resources last through your lifetime and
your spouse’s lifetime?
What can you do?
Information about retirement is everywhere. Somehow,
though, it doesn’t settle anything, but instead
only raises more questions.
In contrast, that’s what our clients like
best about working with us: How we are able to help
to answer their concerns and enable them to feel
confident in their financial future.
Who Benefits Most From Dougherty Wealth Management?
Pre-retirees who want to be on track for
a quality lifestyle in retirement no matter what the
economy is doing.
You are happily married and family oriented. Your
thriving career spans more than 20 years in the
same industry, and you have accumulated over $500,000
in investable assets. You may need to rollover a
401(k) or an IRA and make smart decisions about
other assets.
You are seeking information, ideas, and advice
about sound retirement planning for yourself and
your family.
Retirees who are enjoying retirement and
want to feel secure about maintaining your lifestyle
even through a difficult economy.
You have had a successful career over 20 or more
years in the same industry, and you have more than
$500,000 in investable assets. Chances are you live
in an older, established neighborhood in and around
Denver.
You are happily married and committed to your family.
You stay active in organizations or hobbies and
especially enjoy being with family and friends.
You may be looking for new ideas or, possibly,
are considering a change in advisors.
Small business owners and entrepreneurs who
want to gain control over your personal finances.
Your successful firm, respected in your community,
likely has fewer than 25 employees. You have been
in business for 10 years or more, and you have gained
$500,000 or more in investable assets.
You are seeking advice on planning for retirement
now so that you can free up your energy to focus
on taking your business to the next level.
Is Dougherty Wealth Management for you?
Yes, if you would like an independent, objective
advisor who puts your interests first.
Yes, if you want to avoid brokers who have already
decided what financial product you need before you
meet with them.
Simply, you may be looking for an advocate to help
you chart
a course through the retirement decisions you face
now.
You can call on a time-tested advisor with
more than 30 years of experience.
You’ll benefit from a guide to help connect
your financial picture today (and what it can be
in the future) with your life in retirement as you
would like it to be. And that’s how you can
gain peace of mind about your financial future.
