Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies and legacy plans. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We deliver personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our family understands the many challenges of retirement today and we know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
At Dorko Wealth & Estate Planning we understand that each family has unique concerns from disabilities to loved ones suffering from addiction, there is no situation we cannot work through together. Our services are confidential, caring, and empathetic. As a family who works and lives together, we are uniquely suited to understand and manage your family’s financial and estate needs.
Services
Estate Planning
At Dorko Wealth & Estate Planning, we clear up any confusion surrounding your inheritance by addressing these concerns for you.
Retirement Planning
Are you prepared for retirement? Dorko Wealth helps pre-retirees and retirees plan for and navigate this important milestone.
Inheritance Planning
If you’ve suddenly come into wealth, it’s important to manage it wisely. Our financial and legal professionals specialize in these situations.
Financial Planning
We’ll help you build an overarching picture of what you want for your financial future.
Wealth Management
- Estate, Gift, and Charitable Planning
- Investment Advisory (IAR)
- Risk Management
- Alternative Investments for High Net Worth Investors
- Deferred Compensation Planning
- Financial team coordination with personal attorneys, investment advisors, insurance advisors, trustees, CPAs, etc.
- Transaction analysis and coordination for the potential sale of a family business
- Tax Planning and Preparation
Estate Planning Services
- Probate & Estate Administration
- Living Trust Estate Planning
- Special Needs Trusts
- Nursing Home Plans including:
- Asset Shelter Planning
- Long-term Care Insurance
- Investments with long-term care provisions
- Tax Planning Options for Sellers including:
- Cash Out Sale
- Installment Sale
- 1031 Exchange
- Intermediated Installment Sale Trust
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
cdorko@cfiemail.com | 610-372-1132