Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. 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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Individual Financial ServicesAt Dorman Legacy Advisors, we deliver comprehensive financial planning* of the highest caliber. Our focus is to help you fulfill your financial needs and goals throughout your lifetime.Our Approach to Financial PlanningWe help you build a comprehensive plan that addresses all six key financial areas:Financial Position/Net WorthInsurance ProtectionWealth AccumulationTax ManagementRetirement PlanningEstate AnalysisBecause things change - tax laws, the economy, your personal or professional situation - we meet with you regularly to review your plan to help ensure it continues to work for you.Qualified Retirement PlansWe help you achieve success by focusing on behavioral economics - our goal is to change participant behavior. While we all want to believe that employees can make sound financial decisions on their own, the fact is that many employees don't - they don't contribute at adequate levels and their investments are not well-diversified or monitored. We'll help you and your employees improve your success through educating you on aspects such as plan design, investment and vendor selection, and communication.*Clients are not required to implement the financial plan and strategy through Dorman Legacy Advisors.