News & Events

Meet the Team

Tim Dougherty, CFP®

Role: Financial Adviser Joined WPC: February 2022 Education: CFP® Designation earned April 2022. Graduate of University of Cincinnati with a Bachelor of Finance Experience: Employed in the Financial Services Industry since 2013. Experience with providing planning...

About WPCNewsNext Gen

Top 3 Financial Myths

When it comes to money management and planning for the future, there are a lot of things you can do right—and a few things you can get wrong along the way. At Wealth Planning Corporation, it’s important to us that we help our clients understand the realities of...

General InformationNews

Year End Strategies 2021

Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021.  Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation.  As potential tax law changes and...