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
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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