DORKAN FINANCIAL GROUP INC. helping our clients obtain peace of mind through smart decision making!
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We were named Top independent Insurance, and Employee benefit firms by Smart CEO Magazine, The Journal, and Mutual Fund Magazine!
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We also provide services to help Insurance advisors, CPA firms and Property and Casualty insurance firms grow! If this is you please click on the, "Insurance Advisors" tab under the, "About Us" tab above!
Newsletters
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.