Boston Independence Group is an independent financial advisory firm serving clients throughout Boston. Founded in 2012, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Boston Independence Group’s mission is to provide New England retirees with safe money strategies to protect and grow their wealth. With a focus on retirement planning, we offer expertise in the following services: Retirement Income Strategies, Annuities, Life Insurance, Asset Protection, Tax Minimization strategies and Long-Term Care.
Gerard (Gerry) Dougherty, President of Boston Independence Group, Inc., formed the firm with a vision in mind: To help people who are standing at retirement's doorstep preserve and grow their hard-fought retirement assets by providing lifetime income strategies.
Gerry grew up in Worcester, Massachusetts, in a middle income family with five siblings. He attended local, public schools and graduated from the University of Massachusetts at Amherst with a BA in economics in 1981. He holds a certificate program designation in Financial Management and Leadership, presented jointly in 2004 by The American College and Pennsylvania State University. He is a 1982 graduate of the Massachusetts State Police Academy, 75th MPOC, and served as a Massachusetts police officer for five years.
In January of 1986, Gerry began a career in the financial services industry. He started as a representative, building and servicing clientele, before he was promoted into various management positions within large financial service organizations. In 1994, Gerry entered the ranks of Executive Management, where he remained for 16 years. In that time he garnered a unique understanding of the industry’s inner workings, how unfortunately saw that products and customers are sometimes misaligned.
The 2008 market crash was a turning point for Gerry. He saw how the crash negatively impacted many retirees’ savings, changing their lives forever and altering their retirement dreams. It became clear to Gerry he wasn’t able to help individuals adequately prepare for retirement at his current job. He began to design a new company that would focus on the unique needs of individuals at or near retirement to protect their assets and allow them to retire with dignity and happiness. He founded Boston Independence Group in 2012.
Gerry holds his insurance licenses in in Massachusetts. He is a long-time award-winning General Agent. He has been nationally recognized by the General Agents and Managers Association, receiving numerous company and industry awards. Gerry is a Registered Investment Advisor: Investment Advice offered through Boston Independence Group, a Registered Investment Advisor.
Gerry’s radio show, Uncomplicated Money, airs weekly on News & Talk Radio WCRN AM830, streaming on the web at www.wcrnradio.com. Be sure to tune in every Monday and Friday mornings, 10-11a.m.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at (877) 772-1776.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
Enter your email address to read the first chapter of Gerry Dougherty's new book, "Uncomplicated Money"!
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.