About Dr. Dorcey
Dr. Randolph B. Dorcey is a practicing Estate Planning Specialist. He is also an educator and public speaker. Randy’s passion is helping people gain financial stability in reaching their retirement goals. Due to his compassion and the understanding of his client’s needs as they got older, Randy needed to transition his clients toward more suitable products and services to provide for a successful Retirement. This included Estate Planning. To help meet those needs, in 1988 Randy became the founder of DORCEY AND ASSOCIATES which today has become DORCEY FINANCIAL, LLC. Further supplementing his services to assist retirees in having their desired levels of income, Randy has teamed up with Retirement Income Source.
Randy has dedicated the last 35 years educating his clients on how to use their money to help achieve their life’s goals in retirement and beyond. As a public speaker, Randy provides Living Trust and Trust Funding legacy presentations for groups of all sizes including Churches, Religious Denominations, Publicly Traded Companies, non-profits, civic organizations, homeowner/condo associations and other financial institutions. Randy specializes in asset preservation, lowering taxes, understanding Social Security maximization as well as helping to protect your estate from nursing home depletion.
As team work is essential in any plan, with his doctorate degree in communication, Randy is able to help his clients understand the value and the benefits of a fully funded Florida Living Trust. He clearly defines why it is important for you to leave an efficient legacy while maintaining privacy and control. Randy started with a vision to exceed the industry standards as a financial advisor representative. One of his main goals was to help ensure that his clients were fully educated and informed on the need for estate planning. This way he could assist them in avoiding the high costs and time associated with probate and guardianship proceedings. With over 1000 families served, Randy has successfully carried out his vision of helping people enjoy retirement in the “Stress Free” lane.
At Dorcey Financial, LLC we emphasize personal relationships and meeting the needs of our individual clients by helping them design, create and implement their personal estate plan while enjoying retirement in the “Stress Free” lane.
Randy lives in Fort Myers, Florida with his wife Franci of 45 years. He enjoys golfing, fishing, hunting and traveling. Their four children are married to wonderful spouses and their six grandchildren, as you can imagine, keep them very busy.
For those who are looking for financial advice, we realize that there are many available options and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.