Douglas P. Harrigan, CFP has been an investment professional and insurance consultant since 1989. A graduate of Boston College School of Management, Douglas earned his Certified Financial Planner™ designation from the College for Financial Planning in 1992. Before joining Sterling Wealth Management, Douglas was a representative and manager at Prudential Financial Services for ten years and later ran his own company.
As an associate of Sterling Wealth Management, Douglas assists his clients with retirement and estate planning and analysis as well as college funding. For the business clientele of Sterling Wealth Management, Douglas has special expertise in owner and executive supplemental retirement plans, including split-dollar plans, 162 executive bonus plans, and deferred compensation plans. His knowledge of business continuation plans includes buy/sell funding, cross-purchase and stock redemption plans, key person insurance, and business overhead expense planning.
Douglas has deep experience in risk management and insurance, important aspects of retirement planning. He advises clients of Sterling Wealth Management LLC on complex insurance matters to ensure that they have the right coverage. As an independent insurance broker, Douglas can assist our clients in determining the type and amount of insurance appropriate for their needs and objectives; he utilizes his extensive network of insurance companies to meet our clients' insurance needs.
The insurance market and the pricing of policies are dynamic as well as complex, calling for sophisticated understanding. At Sterling Wealth Management LLC we believe that the best retirement plan is only as strong as its weakest link. We strongly believe that our clients should have an unbreachable fortress against potential liability. The right insurance - providing that the coverage is adequate and the premiums are cost-effective - is a solid foundation on which to build an excellent financial future. Douglas Harrigan's expertise in risk planning and insurance serves both personal and business clientele.
