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
-
Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
-
A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
-
Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
-
Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
Calculators
-
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.
-
Lease Payment
How much would your monthly lease payment be?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.