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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				The Four-Day Workweek: Is It Destiny or a Distant Dream?Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world. 
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				FAFSA for 2025-2026 School Year Opens December 1Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year. 
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				Charitable Gifts of Life InsuranceLife insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules. 
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				Traditional or Roth Contributions? Think It Through for Future YouWhen a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions. 
Calculators
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        Cash Flow AnalysisThis Cash Flow Analysis form will help you weigh your income vs. your expenses. 
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        Lifetime EarningsThis calculator is designed to help you attach a dollar figure to your life’s work. 
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        Savings GoalsHow much do you need to save each year to meet your long-term financial goals? 
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        IRA EligibilityUse this calculator to determine whether you qualify for the different types of IRAs. 
 
      
       
          
          
          
          
          
          
         