Insurance Consultation in Naples, Bonita Springs and Fort Myers, Florida

There may be no area in which Mr. Doherty's status as a Certified Financial Planner™ provides a greater advantage to his clients than in the process of evaluating an insurance proposal. Whether the client wishes to acquire new coverage, or simply wants a second opinion on an existing program, Mr. Doherty's background is invaluable.

Advice and input is provided in all areas of life insurance, including term, universal life and index life insurance. Long-term care and disability insurance planning and evaluation is also provided to clients in Naples, Bonita Springs and Fort Myers, Florida.

Important ancillary advice and document preparation on issues surrounding insurance planning is also provided, including the importance of Irrevocable Life Insurance Trusts.