Products and Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


  • Financial Planning
  • Wealth Management/Investment Management
  • Retirement Planning
  • Long Term Care Planning
  • Asset Allocation Planning
  • Fee-Based Asset Management
  • Investment Counseling Service
  • Education Savings Planning
  • Estate Planning Analysis
  • Insurance Brokerage
  • Policy Audit and Analysis
  • Business Planning

    Fee-based financial planning through a Registered Investment Adviser.



  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Variable Annuities
  • Indexed Annuities
  • Fixed Annuities
  • Money Market Funds
  • Treasury Bills, Notes & Bonds
  • Certificates of Deposit
  • Limited Partnerships

Retirement Plans

  • IRAs: Roth and Traditional
  • 401(k) Plans
  • Simple IRA
  • 403(b) Plans
  • Keogh Plans
  • Pension Plans
  • Profit Sharing Plans
  • SEP IRAs

Insurance Plans

  • Long Term Care Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Survivorship Life insurance

Fixed Insurance products and services offered by Doherty Financial Services, LLC are separate and unrelated to LPL Financial.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (860) 848-1881