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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding how a stock works is key to understanding your investments.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Do your insurance needs stay the same when the nest empties?
What can be learned from the savings rate?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
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 smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
When markets shift, experienced investors stick to their strategy.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.