Business Continuity Plan
Due to the Executive Order issued by Governor Pritzker and the State of Illinois, Dorion-Gray Retirement Planning is following the "stay at home" guidelines set forth in Illinois. Our physical offices are closed to clients, and all our employees are working as efficiently as possible from home. You can continue to reach our entire team via their office phone numbers and emails. We want to assure you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us. We wish everyone good health as we all work to get through this challenging time.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Is your estate in order? This short quiz may help you assess your overall strategy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Lifestyle considerations in creating your retirement portfolio.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment 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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.