Eric Dorman

Eric Dorman Email and Phone Number

Certified Financial Planner - Partner - Affiliated Financial Planners - Advisor - Consultant - Counselor @ Affiliated Financial Planners
schnecksville, pennsylvania, united states
Eric Dorman's Location
Allentown, Pennsylvania, United States, United States
About Eric Dorman

Thank you for visiting my profile. I am Eric Dorman, Certified Financial Planner and Partner at Affiliated Financial Planners, a financial advising firm established in 1981 in Schnecksville, PA. We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement to paying for college, managing million dollar portfolios to developing tax and estate planning strategies.Affiliated Financial Planners works for you. As an independent financial planning firm, we are neither limited nor restricted to working with any particular investment or insurance company. Rather we match clients goals, objectives and needs with the most appropriate provider.We have been helping families and small business owners meet their financial goals for a combined 61 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college. Eric Dorman may only discuss and/or transact securities business with residents of the following states: PA, OH, VA, DC, NC, SC, FL, CO, NVSpecialties: 1. Investments - Portfolio Analysis and Planning2. Qualified Retirement Plan and IRA issues3. Retirement Income Planning Strategies4. Life Insurance, Ownership, Cost, Beneficiary5. Estate Planning Document Review6. Gifting Strategies to Children and Beneficiaries7. Legacy Planning - Charitable Giving Strategies8. Long Term Care9. Business Succession PlanningIf you would like to discuss your financial situation, we invite you visit our website AffiliatedFinancialPlanners.com or email me at eric@AFPTeam.comSecurities are offered through Sterne Agee Financial Services, Inc.

Eric Dorman's Current Company Details
Affiliated Financial Planners

Affiliated Financial Planners

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Certified Financial Planner - Partner - Affiliated Financial Planners - Advisor - Consultant - Counselor
schnecksville, pennsylvania, united states
Employees:
4
Eric Dorman Work Experience Details
  • Affiliated Financial Planners
    Certified Financial Planner - Partner
    Affiliated Financial Planners Aug 2008 - Present
    Schnecksville, Pa
    As independent financial planners, my partner Tom Hock and I are both CFP(R) and combined have over 61 years of experience. We specialize in the family and small business market and seek to provide alternative financial solutions for weathering today's tough economic markets in the areas of Education Funding, Retirement Accumulation and Distribution Planning, and Generational Wealth Transfer.I have a BS in Business Management from the Smeal College of Business at Penn State University. In 2006 I was awarded the CERTIFIED FINANCIAL PLANNER™ designation. To earn this credential, one must demonstrate expertise and mastery of over 100 planning concepts, pass a rigorous examination, adhere to a strict code of ethics, and fulfill annual continuing education requirements.Eric Dorman may only discuss and/or transact securities business with residents of the following states: PA, OH, VA, DC, NC, SC, FL, DE, VT, MA
  • Sterne Agee
    Independent Financial Planner
    Sterne Agee 2008 - 2016
  • Aid Association For Lutherans (Thrivent)
    Senior Financial Consultant
    Aid Association For Lutherans (Thrivent) Nov 1991 - Jul 2008
    I was a Fraternal Insurance Counselor, which gave me the basis to look at the big picture. The counselor taught me to have a keen ear to the goals, needs, and desires of the client, and ultimately put together a holistic, comprehensive plan to meet the needs of the individual.

Eric Dorman Skills

Retirement Planning Retirement Estate Planning Investments Financial Advisory Financial Planning Iras Securities Portfolio Management Series 63 Life Insurance Wealth Accumulation Wealth Fixed Annuities Financial Planners Wealth Management Finance Series 7 Management Long Term Care Strategic Planning Small Business Mutual Funds Investment Advisory Series 6 Strategy Asset Allocation 401k Strategic Financial Planning Certified Financial Planner Ownership Uniform Combined State Law Long Term Care Insurance 401k Rollovers Roth Ira Investment Strategies Succession Planning

Eric Dorman Education Details

Frequently Asked Questions about Eric Dorman

What company does Eric Dorman work for?

Eric Dorman works for Affiliated Financial Planners

What is Eric Dorman's role at the current company?

Eric Dorman's current role is Certified Financial Planner - Partner - Affiliated Financial Planners - Advisor - Consultant - Counselor.

What is Eric Dorman's email address?

Eric Dorman's email address is er****@****eam.com

What is Eric Dorman's direct phone number?

Eric Dorman's direct phone number is +150772*****

What schools did Eric Dorman attend?

Eric Dorman attended The American College, Penn State University.

What skills is Eric Dorman known for?

Eric Dorman has skills like Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Financial Planning, Iras, Securities, Portfolio Management, Series 63, Life Insurance, Wealth Accumulation.

Who are Eric Dorman's colleagues?

Eric Dorman's colleagues are Joseph Hudock, Linwood Gehris, Noah Dorman, Cfp®.

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