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Travis Dougherty

Sales Manager

Professional Story

Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies (Reg. Reps Only)

English

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.  I am prepared to assist clients with their financial plans and help them meet their long-term financial goals.  I work closely with my clients and can also work with you.  I will assist you as you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers.  You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients.

CRN202503-300856

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Lewis &
Clark College, 1995-1999

Coaching
Volunteering
Soccer
BBQ

NAIFA

Coaching

MassMutual Oregon

5885 Meadows Rd Suite 850 Lake Oswego, OR 97035
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MassMutual Oregon Office