Dorsett & Associates

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General Info

WELCOME TO DORSETT FINANCIAL SERVICES Achieving financial success can be a complex and confusing process to even the most experienced individuals one that requires a significant amount of time, knowledge, and resources. Today's financial environment demands an approach that incorporates the knowledge of skilled professionals, a variety of available strategies, and the independence required to provide objective recommendations. At Dorsett Financial Services, we utilize a step-by-step process to help prepare you both for your future and the future of your loved ones. This process includes: Identifying your goals Designing a strategy specific to your needs Assisting you in the implementation of your strategy Monitoring and adjusting your strategy over time as needs change At Dorsett Financial Services, we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life's journey to help you reach your destination. We are committed to remaining by your side to help you achieve the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, or death of a family member) by helping maximize opportunities and minimize the impact to your financial well-being. We also work with our clients, with the help of local tax and legal professionals, to aid in accomplishing goals such as funding educational expenses, minimizing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years.

Email

Email Business

Services/Products

Estate Planning, Diversification, Asset Allocation, Retirement Planning, Tax Planning, Wealth Management, Equity Investments, Financial Management, Investment Planning, Insurance Planning, College Planning, Independent Insurance Agents, IRA Rollovers, Financial Education Workshops, Inheritance Planning, Asset Management, SEP Individual Retirement Accounts, Annuities, Money Market Accounts, Investments, Bonds, Mutual Funds, Universal Life Insurance, Individual Retirement Accounts, Roth Individual Retirement Accounts, Index Funds, Fixed Annuities, Whole Life Insurance, Supplemental Insurance.

Brands

AXA Equitable, American Family, Bankers Life & Casualty, Cigna, Co-Operators Insurance, Hartford, Kemper Group, Massachusetts Mutual, Nationwide Ins Co, Primerica Financial Svc, Prudential, Safeco, Sentry-Dairyland, Shelter Ins, Sun Life Assurance, Travelers

Payment method

cash, master card

Location

Y

Accreditation

Masters of Financial Services (MSFS)

Charter Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

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Categories

Insurance, Financial Planning Consultants, Investments, Life Insurance

Reviews

Details

Phone: (307) 243-6494

Address: 159 N Wolcott St Ste 175, Casper, WY 82601