Independent Financial Advisors With Ongoing Relationships
As independent financial advisors, our firm separates itself from the big banks and brokerage houses with intensely individual service. At Dorion-Gray your advisor and in-house portfolio manager will continue to work as a sounding board for analyzing your major financial decisions such as:
• Purchasing a vacation home
• Arranging nursing home care for a parent
• Starting a family foundation
• Leaving a legacy for the future.
These and many other concerns will arise as we work together. Our partnership is ongoing. Regular 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.