60 Public Square
We can help you take the first step on the road to achieving a secure future, whether your needs are personal or for your business.
Have you built your process for a successful transition into retirement?
Our personalized comprehensive strategy includes 5 steps:
We believe our process sets Dorman Legacy Advisors, LLC apart and holds us to a higher standard.
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.
We offer comprehensive insurance solutions and smart protection strategies.
Vice President / Director of Financial Planning
Director, Private Client Group & Retirement Services
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
A Taxing Story: Capital Gains and Losses
Understanding the SECURE Act
The Value of Insuring Against Life’s Risks