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2016-04-15T00:00:00.000Z

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John Dovich D. CLU ChFC

Wealth Management

John D. Dovich & Associates LLC

HQ Phone: (513) 579-9400

Email: j***@***.com

John D. Dovich & Associates LLC

625 Eden Park Drive Ste. 525

Cincinnati, Ohio 45202

United States

Company Description

John D. Dovich & Associates, LLC mission is to provide strategic life planning. By coordinating the elements of portfolio management, retirement, estate, and education planning, as well as insurance needs, we can effectively implement and monitor our stra... more

Find other employees at this company (15)

Background Information

Affiliations

Member
Association for Advanced Life Underwriting

Member
Financial Planning Association

Board Member
Cincinnati Estate Planning Council

Member of the Business Committee
Children's Hospital

Member of the Board of Advisors
The Northern Kentucky Chamber of Commerce Inc

Member of the Cincinnati Chapter
Entrepreneurs' Organization

Member of the Goering Center for Family Business
University of Cincinnati

Member
Association for Corporate Growth Inc

Member
Advanced Association of Life Underwriting

Board Member
CEIF Board

Education

bachelors degree
political science
Xavier University

Web References (97 Total References)


Home > Ohio > Cincinnati > ...

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Home > Ohio > Cincinnati > Exit Planner > John D. Dovich, CLU, ChFC

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John D. Dovich, CLU, ChFC
President at John D. Dovich & Associates, LLC Cincinnati, Ohio 45202
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Make a connection! John D. Dovich, CLU, ChFC is currently accepting new clients. Send Message >
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John D. Dovich & Associates, LLC Company Logo by John D. Dovich, CLU, ChFC in Cincinnati OH
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John is the founder of John D. Dovich & Associates, LLC. His vision in the creation of the firm was to provide comprehensive financial, investment and wealth management planning to affluent families, professionals, and their businesses. By all accounts, he believes that vision has been achieved.
John's responsibilities are primarily directed at helping to ensure the continued success of the firm and its clientele, both qualitatively and quantitatively. He focuses a significant amount of his time and expertise to the practical implementation of client solutions. He is a frequent speaker and author on various wealth management concepts. John graduated from Xavier University in Cincinnati, Ohio with a bachelors degree in political science and a minor in business with a concentration in economics. He holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). John is a member of the Financial Planning Association (FPA) and the Association for Advanced Life Underwriting (AALU) and serves on the board of a number of financial services organizations. He is an Investment Advisor Representative with John D. Dovich & Associates, LLC. Active in his community, John is a member of the Children's Hospital Business Committee and the President's Advisory Council of Xavier University. John is currently a member of the Cincinnati Chapter of the Entrepreneur's Organization (EO) and a member of the Northern Kentucky Chamber of Commerce Board of Advisors. He regularly participates and is a member of the Goering Center for Family Business at the University of Cincinnati. He is a member of the Association for Corporate Growth (ACG) and a board member of the Cincinnati Estate Planning Council. John was recently named President Elect for the Society of Financial Service Professionals (SFSP). John resides in Hyde Park.
An Exit, Not an End by John D. Dovich, CLU, ChFC in Cincinnati OH
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Posted by:John D. Dovich, CLU, ChFC
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John Dovich, President, ...

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John Dovich, President, John D. Dovich & Associates


John D. Dovich & Associates

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John D. Dovich


Exit Planning Article in SmartMoney and Kiplinger's Personal Finance : John D. Dovich & Associates

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"Thorough planning gives most business owners the ability to make decisions about exit strategies that are in their best interests," says John D. Dovich, ChFC, CLU, president and founder of John D. Dovich & Associates, LLC. Key Questions Three key questions need to be answered fully and honestly before serious planning can begin: • When do you want to move on, either to retirement or other ventures? • What level of after-tax income will be necessary to meet your future financial needs? • Who is your buyer? "The answer to the second question is, perhaps, the most important," says Dovich. "Without having a solid grasp of your long-term financial needs, it's almost impossible to determine a bottom line-or a timeline-for selling your business." When to schedule the sale, and to whom it will be made, are often closely related. "Selling or gifting the business to a family member can be easier than selling to key employees or outsiders," says Dovich. "But even selling to family members usually entails several years of careful planning. "Although unpredictable, recession is part of the natural evolution of economic cycles," reminds Dovich. "And sometimes the best time to gift a business to a family member is during soft economic times." Even if a sale isn't imminent, having key transition elements in place can be beneficial. Help Finding Answers As an independent, fee-based advisory firm and a registered investment advisor with the U.S. Securities and Exchange Commission, John D. Dovich & Associates, LLC is well-positioned to guide you through the planning of your exit strategy, the realization of that plan, and the performance of the next financial phase of your life. "For many business owners, their greatest asset is their business," says Dovich.


John D. Dovich & Associates

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John D. Dovich John D. Dovich & Associates

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John D. Dovich
John D. Dovich
President, CLU, ChFC
Phone:513-579-9400 E-mail:john@jdovich.com
John is the founder of John D. Dovich & Associates, LLC. His vision in the creation of the firm was to provide comprehensive financial, investment and wealth management planning to affluent families, professionals, and their businesses. By all accounts, he believes that vision has been achieved.
John's responsibilities are primarily directed at helping to ensure the continued success of the firm and its clientele, both qualitatively and quantitatively. He focuses a significant amount of his time and expertise to the practical implementation of client solutions. He is a frequent speaker and author on various wealth management concepts. John graduated from Xavier University in Cincinnati, Ohio with a bachelors degree in political science and a minor in business with a concentration in economics. He holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). John is a member of the Financial Planning Association (FPA) and the Association for Advanced Life Underwriting (AALU) and serves on the board of a number of financial services organizations. He is a Registered Representative of NFP Advisor Services, LLC Active in his community, John is a member of the Children's Hospital Business Committee and the President's Advisory Council of Xavier University. John is currently a member of the Cincinnati Chapter of the Entrepreneur's Organization (EO) and a member of the Northern Kentucky Chamber of Commerce Board of Advisors. He regularly participates and is a member of the Goering Center for Family Business at the University of Cincinnati. He also is a member of the Association for Corporate Growth (ACG) and a board member of the Cincinnati Estate Planning Council. John was recently named President Elect for the Society of Financial Service Professionals (SFSP). John resides in Hyde Park.

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