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
- 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
NAPFA Start Date
November 13, 2003