Hello, my name is Keith Dorson. I have been in the world of finance for several decades and a financial planner for most of those years. I specialize in the unique needs of affluent Americans and small business owners; with a specialization in aircraft owners, pilots, and aviation enthusiasts. I have helped my clients preserve their lifestyles in these ever changing and challenging markets. Perhaps you are like many of my clients who were once comfortable managing your own investments. However, today they value having their dollars invested in the disciplined, personalized, approach which I take in guiding their portfolios through these exciting times.
I am a lifetime learner who enjoys learning and sharing knowledge and I have done it for all of my professional carrier. Let me tell you a little bit about the win win concept. I enjoy winning when I learn something new and you can benefit from that knowledge and experience; or the second win. Every time we meet a least two lightbulbs should be illuminated. my favorite compliment over the years is " I learn something new every time I talk to you."
Because I am a comprehensive financial planner you will receive professional investment advice and service as well as a plan which encompasses all the major areas of your financial health. These areas include: investments*, estate plans, trusts, tax planning, and risk management. To make your money work its hardest for you requires a total picture, a comprehensive wealth plan, where everything works together. We specialize in creating this kind of comprehensive plan that produces results for our clients, as well as confidence in a strong financial future.