Private Clients & Multi-Generational Families:
We have worked with many multi-generational families, military families, working professionals, and retired individuals throughout the years and we bring the benefits of that experience forward to you. We see their success and failures and draw upon that professional perspective while working for you and your generations.
- Investment & Portfolio Management
- Wealth Accumulation Planning
- Life Insurance Planning
- Tax Efficient Strategies
- Estate & Legacy Planning
Retirees & Social Security Collectors:
Planning for retirement is one thing but maximizing the effect of its payout is another. Here at the Doche Financial Consulting group, not only will be help you prepare for a comfortable retirement, but we will ensure that it is efficiently funded by exploring all options available to you and maximizing the benefits of each.
- Essential & Discretionary Spending Analysis
- Maximizing Social Security Claiming Strategies
- Annuities
- Government Pension Offset (GPO) Planning
- Healthcare, Medicare, and Long-Term Care
Businesses & LLC Partnerships:
After years of experience helping, we understand the complexities of owning your own business. With an in-house team of business development professionals, we are prepared to financially safeguard your business and increase your benefit options. Essential & Discretionary Spending Analysis
- Succession & Wealth Transfer
- Tax Efficient Solutions
- Corporate Charters & Initial Public Offerings
- Employee Benefits
- Qualified & Non-Qualified Retirement Planning
Alaska native Corporations:
We have worked with many different corporations and partnerships throughout the years, none more impactful to us than Native Corporations. We understand every Corporation operates differently, which is why we work directly with the board of directors and related professionals to implement custom financial solutions that ensure proper investment management.
- Alaska Native Claims Settlement Act (ANCSA)
- Investment Management Consulting
- Treasury Management
- Commercial Credit & Lending
- Minor & Elder Trust Funds
- Tribal Member Financial Education
Charitable Organizations:
Whether it be local or widespread, the Doche Financial Consulting Group has the expertise and tools available to financially develop your Charitable Organization. In addition to analyzing your spending policies and advising on investment portfolios, we connect you with a wealth of professional resources to safeguard your charter for a lasting impact on the community.
- Developing Spend Policies
- Cash Flow Analysis
- Formulating Socially Responsible Investment Portfolios
- Reporting Services
- Officer/Director Business Advisement
Young Professionals:
Unique to the Doche Financial Consulting Group, we volunteer a portion of our time to help financially develop our clients next generation and other young professionals who are just starting to accumulate their wealth. We do not require minimum investible assets to join the program, so you too can access advice from a combined 68 years of industry experience. Spaces in this program are limited, so contact us today to see how we can best serve you.
- Wealth Accumulation Planning
- Healthcare & Insurance
- Early Retirement Medical Gap Planning
- Higher Education Planning
- Stock Options & Inheritance
- Quarterly Education Benefits and Events
