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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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