Who We Are
Dorion-Gray offers comprehensive planning and asset management services, directed by experienced professionals, who hope to attain your trust and confidence over time. We do more than invest money. We want to know your personal history, perspectives, and vision for the future. Only then do we approach the financial part of your life and assemble a well-rounded plan that integrates all aspects of your financial situation, from investments to insurance. Our goal is to build long lasting relationships with our clients.
Our clients experience a unique path to financial planning through our Total Vision Approach. The eight step process we utilize serves as touchstones to insure our commitment to you as an individual. We listen first, and then provide a personal plan and seamless service aimed at simplifying and enriching your life.
Financial Planning, Investment Management, Estate Planning*, Tax Planning*, Retirement Planning, Education Planning, Insurance Planning, Intergenerational Planning, Long-Term Care Planning, Social Security Analysis, Healthcare and Medicare Analysis, Retirement Benefit Analysis, Income For Life Management, Financial Plan Updates, Invitations to Educational Events*.
*Tax and Estate Planning Services are coordinated with the appropriate tax and legal professionals.