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EXPLORE - PLAN - TRANSITION

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.  

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EXPERTISE YOU CAN TRUST

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 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.

OUR TEAM

We offer comprehensive insurance solutions and smart protection strategies.

Nicole Cook

Nicole Cook, QKA, QPA

Director, Private Client Group & Retirement Services

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Inflation and Your Portfolio

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

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

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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LET'S GET CONNECTED

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