(239) 418-1939
Mon-Fri 9.00-5:00

Saturday & Sunday CLOSED

(239) 418-1939
info@dorceyfinancial.com
10181 Six Mile Cypress Parkway, Suite B

Fort Myers, FL 33966

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Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.

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At Dorcey Financial, LLC , we know that managing your money wisely means being knowledgeable about your options. That’s why we place a heavy emphasis on financial education. This focus on education, along with our more conservative approach to planning and saving for retirement, are just a couple of reasons why we’ve become a Retirement Income Store®.

As a Retirement Income Store®, we’re now backed by the strength and resources of the national network of Income Specialists across the country.

The Retirement Income Store® was founded by David J. Scranton, money manager, Amazon Bestselling Author, Founder of Sound Income Strategies, LLC, Founder of Advisors’ Academy and host of the financial TV show The Income Generation. With over 30 years of experience in the financial services industry, David Scranton specializes in income-generating savings and investment strategies designed to protect your retirement savings—and that’s exactly what The Retirement Income Store® is all about!

What This Means for You, Our Loyal Clients:

As a Retirement Income Store®, the team at Dorcey Financial, LLC will continue to provide you with the outstanding service and individualized attention you’ve grown accustomed to. We remain committed to helping you:

  • Lower the risk to your retirement savings from economic uncertainties
  • Reduce, and possibly eliminate, your exposure to stock market risk
  • Establish renewable streams of income you can count on well into retirement

 

 

Welcome

Dorcey Financial, LLC

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, in achieving their long-term financial goals and enjoy retirement by working hard, smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

How we do things

Our Company Values

For those who are looking for financial advice, we realize that there are many available options and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

People Matter

People Matter

We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.

Integrity Matters

Integrity Matters

We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach.” We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

Communication Matters

Communication Matters

We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.

Service Matters

Service Matters

We believe that good service is practical, and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Interactive

Retirement Planning Calculators

Ready to take your retirement to the next level?

Call Today to Schedule a FREE Consultation

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.

Get In Touch With Us

Telephone

(239) 418-1939

Address

10181 Six Mile Cypress Parkway, Suite B, Fort Myers, FL 33966

Email

info@dorceyfinancial.com

Send Us a Message

Contact us today to schedule an introductory meeting!