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
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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