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
Making the most of surprises is a great reason to work with us.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are common mistakes you can avoid when saving for retirement.
What’s the deal with your yearly free credit report?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
An increasing number have been developed to help individuals with their personal finances.
A letter of instruction provides additional and more personal information regarding your estate.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?