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WELCOME
Bruno A. Giordano, President and Founder of Dorset
Financial Services welcomes you to our site.
If you answer yes to any of these statements:
- Are looking for help
in making intelligent financial decisions
- Want to work with
someone you can trust to do what is best for you
- Have investment
assets of $500,000 or more and a net worth of $1,000,000 or more
- Want professional
investment advice
- Want to sell highly
appreciated property, defer capital gains taxes, and receive
substantial income for the rest of your life.
- Are willing to share
with us your goals, values and dreams
Then we would be happy to be of service to you.
Everyone Has Different Needs
Your needs are unique and therefore your plan should
be unique. As independent advisors, our allegiance is to you not to a
product or company.
We really try to give our customers the absolutely
best services we can.
What You Can Expect
We will spend whatever time is required to ask
questions so we can find out exactly what your values, desires, goals, and
objectives are. When we think we understand, we design a "rough
draft" plan and discuss that with you. We repeat this process with you
as often as necessary to ensure that you have a plan that we have developed
together.
Outcomes That Can Result:
• Lower your income tax by up to $10,000 a year
• Avoid all estate taxes
• Not outlive your money
• Answer all your questions about IRA's, Trusts, and Estate Planning
• Capital gain deferral
Call or click on the link below today, for a no cost
obligation, “Get Acquainted” meeting with Mr. Giordano and begin your
financial planning and active money management process now!
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