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DORIAN GRAY RETIREMENT PLANNING, INC.
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DORIAN GRAY RETIREMENT PLANNING, INC.

DORIAN GRAY RETIREMENT PLANNING, INC.

@doriongray
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DORIAN GRAY RETIREMENT PLANNING, INC.
DORIAN GRAY RETIREMENT PLANNING, INC.
1 y ·Translate

Mission Statement
Our mission is to be a family and community minded company that helps support and navigate clients through life's critical events.

Value Proposition
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.

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DORIAN GRAY RETIREMENT PLANNING, INC.
DORIAN GRAY RETIREMENT PLANNING, INC.
1 y ·Translate

A Total Vision Approach

Our clients experience a unique path to financial planning through our Total Vision Approach. The eight step process we utilize serves as touchstones 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.

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DORIAN GRAY RETIREMENT PLANNING, INC.
DORIAN GRAY RETIREMENT PLANNING, INC.
1 y ·Translate

Step 1. Listen & Learn
Your attitudes and concerns about money are highly individual. What's your relationship with money (your feelings, fears or insecurities)? Listening to you will provide us with a personal connection that's absolutely essential, before any planning takes place.

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DORIAN GRAY RETIREMENT PLANNING, INC.
DORIAN GRAY RETIREMENT PLANNING, INC.
1 y ·Translate

Step 2. Define Your Vision
Your attitudes and concerns about money are highly individual. What's your relationship with money (your feelings, fears or insecurities)? Listening to you will provide us with a personal connection that's absolutely essential, before any planning takes place.

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DORIAN GRAY RETIREMENT PLANNING, INC.
DORIAN GRAY RETIREMENT PLANNING, INC.
1 y ·Translate

Step 3. Take Inventory
This includes a complete review of your portfolio of assets, income sources, retirement assets, mortgages, personal possessions, debts, obligations, wills, insurance, income taxes... the hard data for understanding your investments as an individual or family.

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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.
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http://www.doriongray.com/
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Living in United States
Located in 2602 IL Route 176 Crystal Lake, IL 60014
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