As Fiduciaries it is our responsibility and constant goal to always put our clients’ interests above our own!
Understanding Today's Financial Environment
Welcome, we are Dorion-Gray Retirement Planning, Inc., a financial organization with offices in Crystal Lake, Vernon Hills and Warrenville, IL. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you find it hard to attain personal life goals, there’s an app for that!
Five phases to changing unhealthy behaviors.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When should you take your Social Security benefit?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.