Service Philosophy

The Dovich Difference

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 strategic life planning approach necessary to help achieve client goals.

We believe in on-going communication with our clients, periodic progress meetings, quarterly client statements that are comprehensive and easy to read, and face-to-face meetings with your other trusted advisors, whenever necessary.  The personal relationship between our clients and the principals of our firm is the hallmark of our service philosophy.  This approach provides the client consistent counseling on all matters. 

Additionally, we know where and when outside expertise is required.  As a result, when appropriate we will introduce you to other professionals, including attorneys, certified public accountants, bankers, and pension plan administrators.  If desired, we will also meet with your other personal and professional advisors.  This knowledge and coordination forms the basis of our relationship – the joint definition of strategies and practical implementation.

We are nimble, creative problem solvers, with no preconceived ideas or off the shelf answers.  We examine the issues, analyze the alternatives, and help clients devise effective solutions.  Within the firm all individuals share a passion for excellence.  We challenge one another’s thinking to help ensure the best possible client outcome.  We focus on action and results, not words.  We focus on well thought-out strategies and comprehensive solutions, not quick fixes.

Once we understand the objectives you wish to achieve, we then manage a goal-oriented process that will produce customized solutions, including the implementation of financial products that best meet your needs.  We will then periodically monitor your progress according to your financial plan, and recommend course corrections if necessary.

The written word cannot effectively capture the firm's energy or imagination, or the quality of its key asset – our experienced professional staff.  We invite you to call, inquire, and explore how John D. Dovich & Associates, LLC can assist you in providing strategic life planning.