Dorman Financial Management, P.A. |
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341 N. Maitland Avenue Phone: (407) 774-6815 |

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.
Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Investment Advisory services offer through Dorman Financial Management, P.A. A Registered Investment Adviser. To view NEXT Financial Group's privacy policy and other important information, visit the "Client" section of www.nextfinancial.com.
James B. Dorman, Jr., CPA/PFS, CFP® holds Series #7, #24, #63, and #65 securities licenses.