Financial Planning in Naples, Bonita Springs and Fort Myers, Florida

Personal and Business Financial Planning

Many clients want Mr. Doherty to analyze their financial and legal circumstances, prepare a written evaluation and make recommendations on how their circumstances can be enhanced. His education, professional qualifications and practical experience make him uniquely qualified in this regard.

In the financial planning process, he evaluates an individual's circumstances and formulates a course of conduct so that, upon implementation by the client, financial goals can be reached. The dictates of the College for Financial Planning for a competent financial plan are followed; so, every planning client receives a written analysis of their position, and a written proposal outlining Mr. Doherty's thoughts on the implementation of a plan of action.