EXPERTISE YOU CAN TRUST
Have you built your process for a successful transition into retirement?
Our personalized comprehensive strategy includes 5 steps:
- Identify
- Evaluate
- Design
- Implement
- Monitor
We believe our process sets Dorman Legacy Advisors, LLC apart and holds us to a higher standard.
Our Mission
Our Dorman Legacy Advisory team strives to use a collaborative, best in class process to serve our clients and community with the highest level of integrity in the areas of Business Exit Planning, Corporate Retirement Planning, and Personal Planning. We build long-lasting relationships that pass down from generation to generation.
Mark J. Dorman, CLU®, CHFC®,CFBS, CEPA
President
Nicole Cook, QKA, QPA
Director, Private Client Group & Retirement Services
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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