Simply stated, my goal is to help my clients pursue financial independence.
I help achieve this through the development of customized financial strategies designed to help accumulate assets and utilize protection planning strategies.
Over the years, my reputation as a professional financial advisor and active member of the community has earned me the trust of my clients and neighbors. I value the relationships I have established, and continue to work hard every day to deserve their trust.
Please take a few minutes to explore my website and learn more about me, products and services and how I can help you reach your financial goals. If you would like any additional information, please feel free to contact me. It would be my pleasure to assist you.
Brian Doherty is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 119-C Griswold St., Ste. 201, Glastonbury, CT 06033 860-430-1977.
Newsletters
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.