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Home > Financial Planner Directory > Idaho > Post Falls > William P. Dougherty, CFP®, CPA, PFS

William P. Dougherty, CFP®, CPA, PFS

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Wealth Management Strategies, LLC

802 N Lincoln St

Post Falls, ID 83854-8631

Phone: (208) 773-3888

Fax: (208) 773-7552

Toll-free: (866) 773-3888

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Business Taxes
Estate Planning
Corporate Finance
Investment Management
Employee Benefits
Irregular Income
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Life Planning
Startup
Succession Planning
Long-term Care
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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