No Photo Available

Last Update

2017-02-15T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong John Dovich?

John D. Dovich CLU ChFC

HQ Phone: (513) 579-9400

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

John D. Dovich & Associates LLC

625 Eden Park Drive Suite 310

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

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

Advisor
Exit Planning Central

Board Member
Cincinnati Estate Planning Council

Member of the Business Committee
Children's Hospital

Member
Advanced Association of Life Underwriting

Board Member
CEIF Board

Education

bachelors degree

political science

Xavier University

Web References (31 Total References)


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

www.jdovich.com [cached]

"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, ...

www.nkentucky.wliinc3.com [cached]

John D. Dovich, President625 Eden Park DriveSuite 310Cincinnati, OH 45202Phone: (513) 579-9400


John D. ...

www.jdovich.com [cached]

John D. Dovich

...
John D. Dovich is an Investment Advisor Representative offering Investment Advisory Services through John D. Dovich & Associates, LLC, a Registered Investment Advisor
John D. Dovich is a Registered Representative offering Securities through NFP Securities, Inc., a Broker Dealer and Member FINRA/SIPC in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, MD, MI, MN, NC, NY, OH, PA, SC, TX, UT, VA, WA, WI


Print Posted by John D. ...

www.exitplanningcentral.com [cached]

Print Posted by John D. Dovich, CLU, ChFC on 05/02/2015

...
"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. ...

www.jdovich.com [cached]

John D. Dovich

...
John D. Dovich is an Investment Advisor Representative offering Investment Advisory Services through John D. Dovich & Associates, LLC, a Registered Investment Advisor
John D. Dovich is a Registered Representative offering Securities through NFP Securities, Inc., a Broker Dealer and Member FINRA/SIPC in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, MD, MI, MN, NC, NY, OH, PA, SC, TX, UT, VA, WA, WI

Similar Profiles

Other People with this Name

Other people with the name Dovich

Dayna Dovich
Total Restoration Services Inc

Hallie Dovich
EMI Research Solutions Inc

Adam Dovich

Paul Dovich
SAP NS2

Ron Dovich
Blacklight Solutions LLC Inc

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory