Free Personal Planning Session

Do You Have Enough To Retire?
For most retirees it’s not how much money they have, but how well prepared they are for retirement, that makes the difference.* Having the income to enjoy life, while managing market downturns, can provide a sense of confidence for the long term. Yet, this is never an easy or automatic process. Especially in today’s economy.
Having the right plan is critical. A carefully prepared strategy for success is the most important thing. Let us help you with your most important questions on investing and retirement with a Complimentary Planning Session at Dorion-Gray. The meeting is completely risk free and carries no obligation to use our services.
Here’s Four Points To Remember
• Making the right investment choices can be quite challenging and time consuming
• Using a patchwork of advisers or brokers may create unnecessary confusion
• Not having the right plan can cause increased worry and poor decisions
• Planning for unexpected events is essential to having the right strategy
A qualified third party advisor, such as Dorion-Gray, can provide professional assistance and a clear understanding of your total financial picture. We can help you arrive at a plan that gives you more personal freedom and long term investment results. Using our Total Vision Approach™ we can help you manage unexpected financial complexities and identify personal goals.
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Dorion-Gray Retirement Planning Inc.
Crystal Lake, Illinois
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We Work For You (And Only For You)
As Our Client
There are no hidden fees. Our success depends on growth, not turnover, of your assets. You can rest assured we shall focus on you, in a uniquely personal manner, with a customized plan for your investment portfolio. We're committed for the long haul to Preserve, Protect, Defend and Grow your portfolio for the years ahead.
Essentially, it comes down to two things: how to grow your portfolio and preserve it at the same time. That's the essence of effective money management.
Take Advantage of Our Complimentary Planning Session
We’d like to open a dialog with you concerning your present thoughts and future plans on retirement and meet with you in person. This Limited Offer for an initial, complimentary planning session is completely risk free and carries no obligation to use our services. Plan to meet with a qualified Dorion-Gray Advisor, for approximately one hour, with no strings attached. No sales pressure. No gimmicks.
Please respond using the online Reply Form to arrange for an appointment, or let us know how best to contact you.
Thank you for considering Dorion-Gray Retirement Planning.
* The New Retirement Survey, Harris Interactive® in collaboration with Age Wave, February 2005.
Securities offered through Securities America, Inc. - Member FINRA / SIPC. Advisory services offered through Dorion-Gray
Financial Services, Inc. a SEC Registered Investment Advisory Firm. Dorion-Gray Retirement Planning is a trade name of Dorion-Gray Financial Services, Inc. Dorion-Gray and Securities America are separate and independent entities.
Insurance licensed in: AZ, FL, IL, MI, TX, WI. Securities licensed in: AZ, CA, CO, FL, GA, IL, IN, IA, MD, MA, MI, MN, MO, NE, NV, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI. RIA licensed in: IL, TX, WI.
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