"Doc" Dougherty Scholarship Challenge
Halliday Financial was proud to make a $1,500 doantion to the "Doc" Dougherty Scholarship Fund, at the Local 804 golf outing on September 12, 2020.
This month marks our ninth anniversary supporting the Local 804 membership. We pride ourselves as financial educators, and it has been a privilege helping thousands of Local 804 members make smart decisions with their money.
The education and support that the union provides is not just for the members, but for the families as well. The “Doc” Dougherty Scholarship fund is one example of how Teamsters support members and their families.
Examples of free services provided to members:
- 401k review - send us a screenshot of your statement, and we can help rebalance the account.
- Individual meetings via zoom, phone or in person - to make sure your important financial questions are clearly answered.
- Expense planning - visit Retire804.com and complete an expense worksheet. Let's find ways to help lower expenses and save money.
- Pension estimates - visit Retire804.com and print a pension estimate letter.
- Budgeting and Debt reduction plans - let's find ways to help you reduce debt and increase income.
- College and financial aid planning
- Investment and insurance reviews
No two members have the same financial plan, so it's important to have a conversation that allows us to customize a plan to support your family's individual and unique goals.