We do more than invest money.
Dorion-Gray Retirement Planning is a group of experienced professionals, who hope to attain your trust and confidence over time.
You are our focus. We want to know all about you. Your personal history, perspectives, and vision for the future are vital to understanding your goals, dreams and aspirations. Only then do we approach the financial part of your life and assemble a well-rounded plan that integrates all aspects of your financial situation.
Dorion-Gray Retirement Planning has been building long lasting partnerships with our clients since the 1990s. Paula Dorion-Gray began providing financial planning in the 1980s working with leaders in the profession to develop her skills as well as create her own unique brand of personalized service to every client. The firm was incorporated in 1995 and began collaborating with previous broker dealer, Securities America in 1999.
Today, Dorion-Gray has more than a dozen employees and three offices serving families and individuals through a lifetime of experiences and events.
Our mission is to be a family and community minded company that helps support and navigate clients through life's critical events.
You will experience a proven path to financial planning through our Total Vision Approach™. The eight step process we utilize serves to insure our commitment to you as an individual. We listen first, and then provide a personal plan and seamless service aimed at simplifying and enriching your life.
- Financial Planning
- Investment Management
- Estate Planning*
- Tax Planning*
- Retirement Planning
- Education Planning
- Insurance Planning
- Intergenerational Planning
- Long-Term Care Planning
- Social Security Analysis
- Healthcare and Medicare Analysis
- Retirement Benefit Analysis
- Income For Life Management
- Financial Plan Updates
- Invitations to Educational Events
*Tax and Estate Planning Services are coordinated with the appropriate tax and legal professionals.
In providing portfolio management, our investment allocations are determined by our Investment Committee.
The Investment Committee is comprised of top professionals at Dorion-Gray. Each professional comes to us with different strengths and specific skills, including the ability to research assigned topics, so we can intelligently reflect and project informed points of view as a precondition for weighing each piece of market intelligence.
Our key managers look at your individual portfolio and goals when we make our decisions. Of each manager we ask:
- What opportunities do we see coming up?
- What concerns us the most?
We then debate the merits of each recommendation before reaching a consensus.
Essentially it comes down to this: in today's markets our primary goal is to minimize risk. We want to participate when appropriate, protect when necessary, and grow client assets over time. It takes more work to pro-actively manage your portfolio. Yet, we've found the rewards are significantly better. Simply put, your long-term success is the lifeblood of our business!