Our Difference Maker

Your financial planning needs are unique and complex...

So we partner with a team of elite professionals to review your case
and deliver innovative, customized solutions.

Financial planning for businesses and high-net-worth individuals is complicated, which can leave you feeling overwhelmed with the process and uncertain that you’ve covered every detail. At Herlong and Doran, we know you want confidence that you’re prepared for a fulfilling financial future. To do that, you need a guide to help you make informed, strategic decisions. We believe you deserve insight from experienced professionals who will thoroughly review your financial plan and help you achieve your goals—no matter how complicated your planning needs are. We understand that your needs are complex, which is why we’re committed to a team planning concept. We work with a group of elite financial professionals with decades of planning experience who offer support and consulting for the following financial strategies:

  • Estate planning
  • Charitable gifting
  • Business succession
  • Retirement strategies
  • Insurance

Here’s how The Nautilus Group® helps you achieve your goals: Our team at Herlong and Doran will meet with you to discuss your portfolio and your planning needs. Then we’ll consult with professionals at The Nautilus Group® to develop innovative approaches for your planning needs and goals. We’ll identify creative opportunities for your future, and then we’ll help you implement specific strategies as you grow.

 

Thomas Herlong, CLU®, ChFC®, CLTC and Andrew Doran are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

Neither Thomas Herlong, CLU®, ChFC®, CLT, Andrew Doran, nor The Nautilus Group®, or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.