Margot Dorn (CFP®, CPA, MSBA)

Margot Dorn focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Hourly

Investment Advice without Ongoing Management

Real Estate Investments

Retirement Planning & Distribution Rules

Planning Specialties

Financial areas we review are:

·   Investments
· Income tax planning
·   Risk management
    (insurance)
·   Budgets, expenses and
    debts
·   Long-term care planning
·   Specific goal or college
    cost planning
·   Retirement planning and
   distribution strategies
·   Estate planning