Exit Planning & Business Succession
One of the key concerns of owners of a family or closely-held business is the smooth transition of the business to the next generation or other future owners. We can help you plan ahead with strategies that help accomplish your goals and protect your assets.
Key Employee Retention
Your key employees are critical to the success and value of your business. Therefore creating plans that reward and retain these employees is vital.
Corporate Retirement Plans
As a retirement plan sponsor, you've made a commitment to help your employees plan for a secure financial future. At Dorman Legacy Advisors, LLC we're dedicated to supporting this commitment. We provide independent consulting services to help you optimize the success of your retirement plan.
Personal Financial Planning
Good financial planning starts with a solid foundation. At Dorman Legacy Advisors, LLC we look at all areas of your financial plan which includes current financial position, insurance strategies, retirement planning, wealth accumulation, tax planning strategies and estate planning to build a customized plan to help you reach your short and long term goals. Our process will help you build your strong foundation leading you to a solid financial future.