doriongray.com
Glossary | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/tools/glossary
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adju...
doriongray.com
Lifestyle | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/resource-center/lifestyle
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Five ...
doriongray.com
Home | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/choosing-the-right-advisor-cfp
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Understanding Today's Financial Environment. Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Do You Need a Will? When do you need a will? The answer is easy: right now. Donating Art: Taxation Abstraction. The tax rules that govern donating art are complex and confusing. Take a closer look. The Utility of Sector Investing.
doriongray.com
Home | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/strategic-portfolios
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Understanding Today's Financial Environment. Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Do You Need a Will? When do you need a will? The answer is easy: right now. Donating Art: Taxation Abstraction. The tax rules that govern donating art are complex and confusing. Take a closer look. The Utility of Sector Investing.
doriongray.com
Home | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/portfolio-management-quarterly-outlook
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Understanding Today's Financial Environment. Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Do You Need a Will? When do you need a will? The answer is easy: right now. Donating Art: Taxation Abstraction. The tax rules that govern donating art are complex and confusing. Take a closer look. The Utility of Sector Investing.
doriongray.com
Income For Life | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/income-for-life
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. The Income For Life Model™ is an investment strategy designed to provide inflation-adjusted income for life. Unlike the past, today's retirees will be forced to rely more upon their own savings to produce retirement income. Unfortunately, millions of Americans are unprepared for the challenge of providing it. Income for Life offers:. Inflation-adjusted income for life. We’d lik...
doriongray.com
Estate | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/resource-center/estate
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Do You Feel Lucky?
doriongray.com
Home | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/total-vision-approach-2
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Understanding Today's Financial Environment. Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Do You Need a Will? When do you need a will? The answer is easy: right now. Donating Art: Taxation Abstraction. The tax rules that govern donating art are complex and confusing. Take a closer look. The Utility of Sector Investing.
doriongray.com
Home | Dorion-Gray Retirement Planning, Inc.
http://www.doriongray.com/p/family-meeting
A Total Vision Approach. Our Retirement Planning Process. Our Client Service Standards. Strategic Asset Allocation Models. Understanding Today's Financial Environment. Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Do You Need a Will? When do you need a will? The answer is easy: right now. Donating Art: Taxation Abstraction. The tax rules that govern donating art are complex and confusing. Take a closer look. The Utility of Sector Investing.
