999 Berkshire Boulevard
We work with clients from all walks of life who have decided, “It’s time to get serious about my money.” Our clients appreciate receiving the benefits that come from collaborating with our “one-stop shop” legal and financial family business.
While we work with a broad range of clients, we concentrate on:
We enjoy working with pre-retirees and retirees to help plan their finances for retirement and future generations. Ask us how you can turn your lifetime of hard-earned savings into reliable monthly payments and ongoing savings for emergencies or future goals.
No one plans on the death of a spouse, but unfortunately, it is something that most of us will experience at some point in our lives. That’s one of the reasons why we are passionate about helping widows create a positive financial future after the loss of a spouse.
At Dorko Wealth & Estate Planning, we clear up any confusion surrounding your inheritance by addressing these concerns for you.