(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

Dr. Randolph B. Dorcey

About Dr. Dorcey

Dr. Randolph B. Dorcey is a practicing Estate Planning Specialist. He is also an educator and  public speaker.  Randy’s passion is helping people gain financial stability in reaching their retirement goals.  Due to his compassion and the understanding of his client’s needs as they got older, Randy needed to transition his clients toward more suitable products and services to provide for a successful Retirement.  This included Estate Planning. To help meet those needs, in 1988 Randy became the founder of  DORCEY AND ASSOCIATES which today has become DORCEY FINANCIAL, LLC. Further supplementing  his services to assist   retires in having their desired levels of  income, Randy has teamed up with “The Retirement Income Store”.

Randy has dedicated the last 31 years  educating his clients on how to use their money to achieve their life’s goals in retirement and beyond. As a public speaker, Randy  provides Living Trust and Trust Funding legacy presentations for groups of all sizes including Churches, Religious Denominations, Publicly Traded Companies, non-profits, civic organizations, homeowner/condo associations and other financial institutions. Randy specializes in asset preservation, lowering taxes, understanding social security maximization as well as protecting your estate from nursing home depletion.

As team work is essential in any plan, with his doctorate degree in communication, Randy is able to help his clients understand  the value and the benefits of a fully funded Florida Living Trust. He clearly defines why it is important for you to leave an efficient legacy while maintaining privacy and control. Randy started with a vision to exceed the industry standards as a financial advisor representative. One of his main goals was to make sure that his clients were fully educated and informed on the need for estate planning. This way he could assist them in avoiding the high costs and time associated with probate and guardianship proceedings. With over 1000 families served, Randy has successfully carried out his vision of helping people enjoy retirement in the  “Stress Free”  lane.

At Dorcey Financial, LLC we emphasize personal relationships and meeting the needs of our individual clients by helping them design, create and implement their  personal estate plan while enjoying retirement in the “Stress Free” lane.

Randy  lives in Fort Myers, Florida with his wife Franci of 45 years.  He enjoys golfing, fishing, hunting and traveling.  Their four children are married to wonderful spouses and their six grandchildren, as you can imagine, keep them very busy.

How we do things

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)

Plan For Your Future

Request Consultation

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.