financial and estate planning

The Doherty Estate and Financial Planning Society

The Society is an organization allowing people to gain targeted information on important estate and financial planning matters. 

The benefits of membership in The Society include:

  • The "Legal Matters" newsletter
  • Mr. Doherty's thoughts on important matters in the legal and financial world.
  • Periodic "ALERTS" to keep members informed of breaking developments in law, taxes and financial planning matters
  • The ability to "Ask Mr. Doherty A Question." Attorney Doherty will personally answer all questions utilizing his 30 years of experience and background as a tax attorney and Certified Financial Planner™.

Members of The Society will also be able to access videos of seminars conducted by Attorney Doherty as they are posted on the website.  Many friends of his office originally met him when attending a seminar presentation he conducted aboard a cruise ship!

To learn more, or if you have have a specific question about the Society, please vist our Ask a Question page.

To become a member of this dynamic organization, click on JOIN THE SOCIETY and start getting access to the information to help you improve your legal and financial circumstances TODAY!!

 

Doherty Professional Association
161 Fox Den Circle Naples, FL 34104

phone: 239-262-4332
toll free: 877-362-7526
fax: 239-262-7454