My Approach

Dan Dougherty - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Dan Dougherty - My approach photo


Running Marathons- completed the Marine Corps Marathon 6 times

Coaching- coached for youth sports programs for the last 10 years

Volunteering- served with local soup kitchen as well as non-profit board memberships

Community Participation

Scarborough Public Library, Board Trustee, previous capacity as Secretary

Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 4 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans


  • Arizona State University- Masters of Business Administration
  • University of Arizona- Bachelors of Science- Marketing

Files for Download

My Videos(4 videos)

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