Gerard Dougherty
Gerard Dougherty
President
President
About ME
Gerard Dougherty - Helping Retirees with Financial Planning
A Boston, Massachusetts-based financial advisor, Gerard “Gerry” Dougherty has written a book, Uncomplicated Money, as well as a number of articles published by kiplinger.com. A financial advisor since 1986, Gerard Dougherty has focused his expertise on helping retirees with their financial planning needs.
Mr. Dougherty started out as financial advisor and then moved into management, eventually getting hired in executive management in 1994. He remained in this role until the Great Recession, when he was inspired to launch his firm Boston Independence Group, Inc, a financial planning firm designed to help Massachusetts retirees. He realized the gap in financial services after many clients reported losing a significant part of their assets after the recession.
Today, he continues to help this population with finding strategies to protect their assets. His philosophy is to get his clients to understand the importance of protecting wealth as opposed to building it the closer they get to retirement.
In addition to his writing, Gerry Dougherty hosts Making Money Last, a radio program for which he was awarded the “10 Years of Excellence Award” from the station WCRN.
Education
National Social Security Association
Jan 1, 2018 - Jan 1, 2018
National Social Security Advisor
Penn State University
Jan 1, 2000 - Jan 1, 2002
Financial management and Leadership
American College
Jan 1, 2000 - Jan 1, 2002
CLF
University of Massachusetts, Amherst
Sep 1, 1977 - Jan 1, 1981
BA - Political Science, Economics
Professional Experience
National Social Security Association
Jan 1, 2018 - Jan 1, 2018
National Social Security Advisor
Penn State University
Jan 1, 2000
Jan 1, 2002
Financial management and Leadership
American College
Jan 1, 2000 - Jan 1, 2002
CLF
University of Massachusetts, Amherst
Sep 1, 1977 - Jan 1, 1981
BA - Political Science, Economics
- The BlogThoughts, musings, and ruminations.The Boston Independence Group, a financial services firm, produces the Retirement Is Within Reach...As retirement approaches, it's natural to focus on the financial aspects of this significant life...April 15, 2024Having a reliable source of income cultivates confidence in one's ability to face retirement. The...