• 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.

    • Media

    • Whom to Contact

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