Wealth Manager Cheryl Dorko, MRFC has over 20 years of experience. She focuses her practice on 3 areas:
- Tax-savvy investing
- Retirement planning
- Investing within Trusts
What to Expect
With our introductory process, you can feel secure that you are making informed financial decisions.
Your complimentary initial consultation begins with us getting to know one another. We will listen to your goals and concerns, and answer your questions.
If you then decide to move forward, we use a step-by-step approach which can involve a separate meeting for each step. The result is that you fully understand each step and how it fits into the flexible Financial Plan we have developed together.
Your choice of fee structures will be presented with a recommendation as to what might best fit your situation and why.
The Dorko Wealth Management philosophy is to put you, the customer, first, listen to your objective and goals, and provide answers and financial education so that you are never in a position of making a decision without fully understanding your choices.
Who are our clients?
Our average Wealth Management client is concerned with making judicious financial decisions that are thoughtful and prudent.
What makes us different?
At Dorko Wealth & Estate Planning our expertise lies in coordinating the details of your family’s financial “big picture” and helping you choose the appropriate investments and insurance products.