Simply stated, our goal is to help our clients pursue financial independence.
We help achieve this through the development of customized financial strategies designed to help accumulate assets and utilize protection planning strategies.
Over the years, our reputation as professional financial advisors and active members of our community has earned us the trust of our clients and neighbors. We value the relationships we have established, and continue to work hard every day to deserve their trust.
Please take a few minutes to explore our website and learn more about our team, products and services and how we can help you reach your financial goals. If you would like any additional information, please feel free to contact us. It would be our pleasure to assist you.
Brian Doherty is a Registered Representative and Investment Advisor Representatives 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, 624 Hebron Ave Bldg 3 Suite 100, Glastonbury, CT 06033 860-430-1977.
Newsletters
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.