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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.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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LET'S GET CONNECTED

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