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999 Berkshire Boulevard Suite 110 Wyomissing, PA 19610

610-372-1132
cdorko@cfiemail.com
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Legal & Financial Solutions
for Life’s Crossroads

Dorko Wealth Management takes a family approach to help you navigate your financial, estate, and long term care needs.

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Are you retirement ready?

At Dorko Wealth and Estate Planning, we know everyone has a different story. Which story is yours? Are you the cunning fox, the adventurous dog, or the discerning duck? Find Out Below!

THE BUSINESS OWNER

THE BUSINESS OWNER

The fox is a clever business owner, who is concerned with making his legacy last for generations.

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THE FAITHFUL MATE

THE FAITHFUL MATE

The duck is a faithful mate and makes family its top priority.

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THE LOYAL FAMILY LEADER

THE LOYAL FAMILY LEADER

You’ve worked hard, served your family loyally, and are now ready for the next phase of your life.

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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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