Wealth Systems & Services

The financial management process at Dorman Financial Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side, so that you're confident in and comfortable with the financial recommendations we make.

Here at Dorman Financial Management, we are happy to construct and maintain your personal Wealth Management website for you, as we value your partnership with us and are always striving to provide the highest quality of services for you.
Our Wealth Management System is a web-based, wealth-planning tool that offers an aggregated, comprehensive view of your financial portfolio, as well as features and functions that enable more comprehensive financial planning and customized reporting capabilities to help meet your needs.
The interactive system provides a Comprehensive Planning Center, including:
  • Account aggregation allows you to view all account information in one place
  • Your personal “Client Financial Home Page” enabling us to collaborate with you
  • Alliance Partnerships to allow for collaboration with attorneys, accountants etc.
  • Report Center which includes a variety of reports including: Balance sheet, Education planning, Estate calculations, Insurance analysis and more
  • Goal Planning Tools and Calculators
  • An on-line storage “Vault” that helps you keep track of valuable documents
  • Awards Manager enables you to research and compare different reward program benefits and manage your reward

SERVICE LEVELS
ADVICE & SERVICES SILVER GOLD PLATINUM
Annual Meeting/ Primary Contact Associate Advisor Senior Advisor Senior Advisor
Investment Management ¦ ¦ ¦
Retirement Planning ¦ ¦ ¦
Tax Preparation Services (additional fee) ¦ ¦ ¦
Wealth Accumulation Planning ¦ ¦ ¦
Comprehensive Financial Planning ¦ ¦
Tax Planning ¦ ¦
Monthly Phone Contact Senior Advisor Senior Advisor
Charitable Giving Planning ¦
Educational Funding Analysis (review, evaluation, recommendation) ¦
Insurance Risk Analysis (review, evaluation, & recommendation) ¦
Estate Planning (review, evaluation, recommendation) ¦
Business Advisory Services ¦
Concierge Services ¦
Access to Your Own Personal Wealth Management Website Maintained by Dorman Financial Management, P.A. ¦
Service Level: Silver Typical Asset Level: $300,000 - $999,999
The ideal clients for this service level are those who are in the accumulation phase, typically clients in small business retirement plans, or those who are part of a family group. These valued clients typically need help with, or are focused on one aspect of the financial planning process, such as enrollment in their company retirement plan, or they may have college funding, term insurance or an individual investment need, such as a Roth IRA.
Service Level: Gold Typical Asset Level: $1,000,000 - $1,499,999
The ideal clients for this service level are those who are in the accumulation phase, but in most instances have moved past initial investing and require additional attention. These important clients may need help with all aspects of financial planning, investment, college funding, retirement accumulation, estate, insurance, income tax planning, as well as asset allocation.
Service Level: Platinum Typical Asset Level: >$1,500,000
The ideal clients for this service level are those who may have moved beyond the accumulation phase and are typically at the pre-retirement stage, have recently retired, or have had some other recent change in their financial life that requires some professional attention. These client's needs are more sophisticated, whereby all parts of the financial plan impact the other parts, and asset allocation and private asset management become a critical strategy within the plan.
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and members of FINRA/SIPC. Investment Advisory Services offer through Dorman Financial Management, P.A., a Registered Investment Advisor. Dorman Financial Management, P.A. is not affiliated with Mutual Service Corporation or LPL Financial.