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 goals. 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 confidence. 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 goals. 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 confidence. 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.
The Vice President, Investment Management
Matthew Schuller wants his clients to know how their money is working for them. He wants people to be educated about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a Fiduciary which he takes extremely seriously and is a published Author for Kiplinger Financial Magazine and other outlets. You will hear him say that most people have a product not a plan. Working with Matthew you will see there is a big difference on what he considers a plan compared to others.
Matthew also spends some time traveling the country each year and getting paid on consulting some of the top Advisors in the industry on his Trademarked retirement process. He also has been asked to present to large Financial institutions. While Matthew enjoys doing this, he loves helping & meeting with his own clients the most. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through.
When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.
Matthew also spends some time traveling the country each year and getting paid on consulting some of the top Advisors in the industry on his Trademarked retirement process. He also has been asked to present to large Financial institutions. While Matthew enjoys doing this, he loves helping & meeting with his own clients the most. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through.
When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.
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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Advisory Services offered through Change Path, LLC an Investment Advisor. Boston Independence Group and Change Path, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.