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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.

David Kucharski

David Kucharski, ChFC®, CFBS

Vice President / Director of Financial Planning

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.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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