Dorcey Financial, LLC

Our mission is to serve individuals and couples in all areas of retirement planning.

We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement.

The 5 Worst Bad Habits to Carry Into Retirement 03/26/2024

As you prepare for this next chapter, hereโ€™s a guide to 5 bad habits to not bring into retirement โ€“ and insights on how to finally let them go to help for a happy retirement!
https://www.kiplinger.com/retirement/happy-retirement/worst-bad-habits-to-carry-into-retirement

The 5 Worst Bad Habits to Carry Into Retirement Some things are better left behind when you retire.

03/22/2024

Invest in yourself! ๐Ÿ‘
Take the time to explore new hobbies, learn new skills, and prioritize your well-being. Your golden years are the perfect opportunity to pursue passions and enrich your life.

03/21/2024

Why settle for outdated guidance?

Access our free report to help gain insights into the current challenges and solutions that shape retirement strategies in today's dynamic world. ๐ŸŒ
https://dorceyfinancial.com/project/building-blocks-of-retirement/

03/19/2024

Retirement is the reward for a lifetime of hard work โ€“ now it's time to reap the benefits and enjoy the ride!

12 Ways to Achieve a Happy Retirement 03/18/2024

What brings joy in retirement can differ for everyone, but there are strategies to help ensure you retire happily.

Embrace the freedom to help craft your own path! Click the article link below for 12 ways to help make the most of your retirement journey!
https://money.usnews.com/money/retirement/aging/articles/ways-to-achieve-a-happy-retirement

12 Ways to Achieve a Happy Retirement Follow these steps to find purpose, fulfillment and retire happy.

03/15/2024

Let's hope that luck is on our side this St. Patrick's Day weekend! Let's make it one to remember!

03/12/2024

If you are nearing retirement, it is crucial to be aware of the key milestones that occur from age 50 onward. Several of these milestones present you with options that may significantly impact whether you have enough income to achieve your retirement goals.

Get crucial insights on these milestones to help ensure that you're on track for your retirement in our free report!
https://dorceyfinancial.com/project/guide-to-aging/

03/08/2024

Here's to the women who lift each other up and strive for a brighter future. Happy International Women's Day!

03/07/2024

Start strategizing for your retirement journey today, no matter your age. It's never too late to help take control of your financial future. ๐Ÿ‘

03/05/2024

โ€œGetting old is like climbing a mountain; you get a little out of breath, but the view is much better!โ€
โ€“ Ingrid Bergman

Annuities Unveiled: A Guide to the Different Types of Annuities 03/01/2024

Annuities can be complicated and determining which ones may right for you is important to know. Read the article below to learn about the different types of annuities!

https://www.morningstar.com/retirement/annuities-unveiled-guide-different-types-annuities

Annuities Unveiled: A Guide to the Different Types of Annuities Breaking down income annuities and savings annuities.

02/29/2024

Retirement is when you can finally say 'TGIM' โ€“ Thank Goodness It's Monday... because you don't have to go to work!

02/28/2024

Embrace the new adventures that retirement brings โ€“ a time to explore, dream, and discover! ๐Ÿ™Œ๐ŸŒŸ

02/27/2024

It can be vital to your retirement to help ensure your savings and investments are sufficient to cover your RMDs. Check out this FREE report to help you determine if your allocations are right for RMDs!

https://dorceyfinancial.com/project/report-are-your-allocations-right-for-rmd-2/

02/26/2024

Did you know that the Secure Act 2.0 makes an exception for individuals employed at age 73 at a business they do not own, to not take RMDs?

Why You Shouldn't Count on Social Security 02/23/2024

Should you solely count on social security in retirement? Take a look at this article to understand why that may not be in your best interest!

https://money.usnews.com/money/retirement/social-security/articles/why-you-shouldnt-count-on-social-security

Why You Shouldn't Count on Social Security Social Security benefits are often not enough for retirees to live on โ€“ and may not be paid out in the future.

02/22/2024

Retirement is the time when you can finally start dressing for comfort instead of style ๐Ÿ˜Ž!

02/20/2024

Retirement is like a new chapter in a book โ€“ it's up to you to make it a bestseller.

02/16/2024

Happy Presidentโ€™s day from Dorcey Financial Group!

02/15/2024

Knowing the facts when it comes to your retirement planning is vital. Read our FREE report to help dispel these 10 common myths about estate planning!

https://dorceyfinancial.com/project/estate-planning-myths/

02/14/2024

Hoping your Valentines Day is filled with appreciation and celebration!

02/13/2024

Did you know that an important source of income during your retirement is Social Security? Knowing when to claim these benefits at the right time depending on age, earnings, and retirement goals can be different for everyone, which it is why it's important to consider all options.

Five Common Retirement Fears and How to Overcome Them 02/12/2024

Are you ready for retirement but uncertain what comes next? Check out the article below for these 5 common fears and how you can help overcome them!

https://www.kiplinger.com/retirement/common-retirement-fears-and-how-to-overcome-them

Five Common Retirement Fears and How to Overcome Them Are you ready for retirement but uncertain about what comes next? Youโ€™re not alone. Proactive planning can help ensure your path to a happy retirement.

02/09/2024

Why did the retiree take up gardening? Because that's how they cultivate some excitement in retirement!

02/08/2024

Retirement is like the start of a fresh new day, and every day is a chance to do something new! โ˜€

02/06/2024

Do you know about these 10 signs to look for in a retirement income specialist? Help find out if you're working with the right person in this FREE report!

https://dorceyfinancial.com/project/10-signs-you-are-working-with-a-true-retirement-income-specialist/

Roth IRA Basics: 10 Things You Must Know 02/02/2024

Knowing how to create a tax-free stream of income can be a vital retirement tool. Read this article for the 10 things you must know about Roth IRA's and how it may be able to help you! https://www.kiplinger.com/retirement/retirement-plans/roth-iras/602323/roth-ira-basics-10-things-you-must-know

Roth IRA Basics: 10 Things You Must Know A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.

01/30/2024

Why did the retiree become a gardener? Because they wanted to "leaf" their old job behind! ๐ŸŒฑ

01/29/2024

Retirement can give you the space to enjoy every moment freely! โœจ

01/25/2024

Are your savings and investment options generating enough income through interest and dividends to supplement Social Security? Read our FREE report to help determine if you have the right allocations! ๐Ÿ”

https://dorceyfinancial.com/project/report-are-your-allocations-right-for-social-security-2/

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Videos (show all)

May the festive spirit of Christmas fill your life with happiness and peace. #merrychristmas
Merry Christmas and Happy Holidays from all of us at Dorcey Financial! ๐ŸŽ…#christmas #holidays #merry
There are three basic categories of investments: conservative, moderate and aggressive. ๐Ÿค”Do you know which approach coul...
There are three basic categories of investments: conservative, moderate and aggressive. Do you know which approach could...
Just like in sports, it's important to have a great defense as well as a great offense. Read more about the importance o...
Uncertain about how RMDs will affect your retirement? Check out our report here to learn more: https://dorceyfinancial.c...
The goal of required minimum distributions, or RMDs, is for the government to provide us with a financial incentive to s...
How confident are you when facing the Stock Market? Make sure you know what you're putting your retirement into today! โž•...
It's not just one step anymore. Go leaps and bounds by learning about other alternatives that could increase your income...
The Stock market can be hard to read, and sometimes we choose to invest in a stock that is overvalued. Investing in an o...
There are multiple factors that affect your Social Security benefits, and you need to know how to make sure they do the ...
Happy St. Patricks Day from the Dorcey Financial Team! ๐Ÿ€#luckycharm #fourleafclover #stpatricksday

Telephone

Address


10181 Six Mile Cypress Parkway, Suite B
Fort Myers, FL
33966

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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