(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

Services

Retirement Planning

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, including:

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Call Today to Schedule a Consultation

Ready to take your retirement to the next level?

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. This is where we can be of service.

Get In Touch With Us

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.

Contact us today to schedule an introductory meeting!

Telephone

(239) 418-1939

Address

10181 Six Mile Cypress Pkwy, Ste B
Fort Myers, FL 33966

Email

Info@dorceyfinancial.com

Send Us a Message