Dorion-Gray is a Retirement Planning company based in the Chicagoland area

Its all in the planning

What We Do:

It's All About Income
What did American retirees in a recent study name as the key ingredient to their retirement? Surprisingly, it was financial preparedness that counted the most. Retirees were most satisfied when they were confident their resources could sustain their chosen lifestyle for many years.*
Yet, having the income to enjoy life, pursue adventure, relax, or find new purpose in retirement is just like any other life goal: you must know how the money is going to be distributed from your portfolio! In other words, your distribution strategy must be carefully considered. But making wise choices about retirement income is not easy. It can become a time-consuming burden to handle it all alone, while trying to sift out the best ideas from a patchwork of advisers and brokers. Wouldn't it be a relief to have one trusted financial expert to help you sail into retirement with confidence?
That's the philosophy behind Dorion-Gray. We work only for you, the client. No hidden fees, commissions or agendas.
Your goals are set, your plan is in place. What's next? Once again, our firm separates itself from the big banks and brokerage houses with intensely individual service. Your adviser and in-house money manager will continue to work as a sounding board for analyzing your major financial decisions, whether it's a new house... or a new horse!

Need more income each month?
Want to change your strategy to reach a new goal?
Looking to fund a grandchild's education?

These and many other concerns will arise as we work together. Our partnership is ongoing. Regularly scheduled checkup meetings will be held to review your plan and make adjustments as needed. We will continually be on the lookout for new or supplementary strategies for your retirement. It's our mission to safeguard your portfolio, to spot changes relevant to your situation or financial environment and to alert you to specific threats and opportunities.

You can relax... because we never do.

Business Services:

Retirement Planning, Portfolio Management, Estate Planning

Specialties:

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