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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.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Value vs. Growth Investing

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Critical Estate Documents

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much you have the potential to earn during your working years.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Richest Man in Babylon

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