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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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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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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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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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