The Organization
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.
The President
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.
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Order a copy of Gerry's first book Uncomplicated Money, a series of short stories explaining important financial concepts that every retiree needs to know. Available on Amazon.com. And, read Gerry's articles on Kiplinger.com, found in the wealth creation section. |
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, Making Money Last, America's Retirement Resource!, 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, 10–11 a.m.
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, Making Money Last, America's Retirement Resource!, 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, 10–11 a.m.
Request a FREE chapter of "Uncomplicated Money"
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Enter your email address to read the first chapter of Gerry Dougherty's new book, "Uncomplicated Money"!
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