Services Provided

Individual Financial Planning

Good financial planning starts with a good plan. At Dorman Legacy Advisors, we start with your current financial position / net worth, and from there make sure you have addressed your insurance protection needs. It is only then that we are ready to explore your wealth accumulation needs, tax reduction strategies, retirement planning and estate planning. Because starting with a solid foundation will lead to a strong financial future.

Exit Planning

One of the key concerns of owners of a family or closely-held business is the smooth transition of the business to the next generation or other future owners. We can help you plan ahead with strategies that help accomplish your goals and protect your assets.

Retirement Planning

As a retirement plan sponsor, you've made a commitment to help your employees plan for a secure financial future. At Dorman Legacy Advisors, we're dedicated to supporting this commitment. We provide independent consulting services to help you optimize the success of your retirement plan.