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 located in Crystal Lake with a convenient meeting locations available in Warrenville. 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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
For many, retirement includes contributing their time and talents to an organization in need.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding how a stock works is key to understanding your investments.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here are some simple and inexpensive energy-saving tips that may help you save money.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?