Dorman Financial Management, P.A. Information

Dorman Financial Management is a full service financial planning firm. We take a holistic approach to financial planning and strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in the quest to meet our client's financial and personal goals. What Sets Us Apart From Other Advisors? 1. Investment Strategy to Reduce Risk: Our seasonal investment strategy is unique in that it helps to capture gains and helps to reduce risk in the following ways: • We reduce equity exposure in the more volatile under performing months and increase equity exposure the remainder of the year. • We review all investments on a quarterly basis, updating all clients’ portfolios at the same time. 2. Comprehensive Financial Planning Services: Your comprehensive financial plan is evaluated every 2 years and includes: Retirement Planning Estate Planning Tax Planning Beneficiary Planning Insurance Planning College Planning Dorman Financial Management, P.A. is registered as an investment advisor with the SEC. The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.