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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.  We are uniquely qualified to serve family business owners and professionals as well as successful retirees.  How about you?  What's your story? Are you like 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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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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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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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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