We offer a free, no obligation personal retirement evaluation. Since your time is valuable, we ask for some basic but thorough information in advance so that the time we spend together is more valuable to you.

You can provide the information one of three ways: through the secure portion of our web-site, by contacting our office and talking to an advisor, or by contacting our office for additional information and requesting our “Personal Financial Profile” booklet along with a postage paid return envelope be sent to you.

Any information that you include in the following questionnaire is not available to us or anyone else until you press the submit button. Then it is only available to Dorion-Gray.

Pursuant to all applicable privacy laws and our own strict privacy policy, all information is kept strictly confidential and is never made available to any other person, company, or organization. A copy of our privacy policy is available on this web-site.

You need to enter an e-mail address and a password of your choosing, so that if you do not have the time to complete or need to obtain additional information to complete, you will be able to access your file at a later date. No one can access your file, even Dorion-Gray, until you submit it. If you do not finalize and submit your file within 30 days, it will automatically erase.

Upon receipt of your information, we will contact you to set-up your free, no-obligation personal evaluation at one of our three local area offices.

We look forward to meeting with you.