What do I do?? 1. I am a very experienced in working with Private Businesses making them more valuable and transferrable- to who they want, and when they want. I have worked with over 100 private and family business owners, helping them to understand their objectives, their options and their best path forward. My Team and I insist on collaborating with the other Professionals on the the Business Owners Team.I believe Private Business Owners are the "Heroes of the American Economy" and deserve the greatest advice that my Team can deliver www.succession.plus/us 2. I work with Businesses to maximize the impact of their 401K & Corporate Retirement plans in order to solve the "Saving Crisis" in America www.srpretire.com3. I work with a select group of Private Clients to help them prepare and position their assets for a secure and comfortable retirement I am a Lifelong Learner & Entrepreneur > Strategic Thinker > Problem Solver > Collaborative Leader > Community LeaderMarried to my beautiful wife Tanya, - a Father of 4 fantastic children; Aidan, Andrew, Ian & Claire. I am the proud Son of Joseph & Bride Dorman (Scottish immigrants - 1963), & Brother to Susan & Andrew. Professional Designations include: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) & Certified Family Business Specialist (CFBS), Certified Exit Planner (CEPA), Accredited Investment Fiduciary (AIF). Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Leadership, Estate Planning, Executive Pay, Financial Advisory, and 37 others.
