Dorion-Gray Retirement Planning

  • Financial Advisors
  • Financial Products
  • Insurance
  • Investments
  • Mutual Funds
  • Professional Services
977 Lakeview Parkway
Suite 150
Vernon Hills, IL 60061
224-864-2424
(224) 513-5054 (fax)
Hours:
8:30 am to 5:00 pm. Evening and Saturday appointments available upon request.

About Us

Who We Are

Dorion-Gray offers comprehensive planning and asset management services, directed by experienced professionals, who hope to attain your trust and confidence over time. We do more than read more
  • About

    Who We Are

    Dorion-Gray offers comprehensive planning and asset management services, directed by experienced professionals, who hope to attain your trust and confidence over time. We do more than invest money. We want to know your personal history, perspectives, and vision for the future. Only then do we approach the financial part of your life and assemble a well-rounded plan that integrates all aspects of your financial situation, from investments to insurance. Our goal is to build long lasting relationships with our clients.

    Value Proposition

    Our clients experience a unique path to financial planning through our Total Vision Approach. The eight step process we utilize serves as touchstones to insure our commitment to you as an individual. We listen first, and then provide a personal plan and seamless service aimed at simplifying and enriching your life.

    Services Offered
    •Financial Planning
    •Investment Management
    •Estate Planning*
    •Tax Planning*
    •Retirement Planning
    •Education Planning
    •Insurance Planning
    •Intergenerational Planning
    •Long-Term Care Planning
    •Social Security Analysis
    •Healthcare and Medicare Analysis
    •Retirement Benefit Analysis
    •Income For Life Management
    •Financial Plan Updates
    •Invitations to Educational Events

    *Tax and Estate Planning Services are coordinated with the appropriate tax and legal professionals.

    Mission Statement

    Our mission is to be a family and community minded company that helps support and navigate clients through life's critical events.

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  • Whom to Contact

    • Ms. Patty Loris
      Wealth Manager
      977 Lakeview Parkway
      Suite 150
      Vernon Hills, IL 60061
      Phone: (224) 864-2410