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
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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