Jeff Doughty

As a CERTIFIED FINANCIAL PLANNER professional, I am held to the highest standards of ethics and competency in the industry. I approach my client interactions from a position of curiosity, asking the right questions to truly understand each unique situation before using an established process to customize the most effective strategy. There is no one size fits all approach in my office.

Competence, customer service, and communication are highly valued in my office, and I go to great lengths to ensure each client is treated with integrity and compassion. Areas of emphasis include integrated retirement savings strategies, retirement income generation, layered cash management, education savings, business retirement plans, charitable giving and protection strategies. Guidance is provided not only with performance in mind but also through the lenses of tax and estate considerations.

At home, I am busy as a family man. Together with my wife, we are raising three sons and a poodle-mix. Between sporting activities, student driving, family vacations, preparing for college and operating a small business, we face the same challenges and obstacles that many of my clients do as well. It is from these shared experiences that some of the richest relationships are formed in my office.

My goal is to invest in my clients to enable them to live with more clarity in their lives.

Jeff Doughty, CFP