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Paula’s Bio Page:
Paula Dorion-Gray, CFP®
President*
Dorion-Gray Retirement Planning Inc.
Paula Dorion-Gray is a Certified Financial Planner™. Since 1981, her client base has grown to include entrepreneurs, business owners, corporate executives, educators, managers, craft employees, entertainers and professionals. The variety of issues encountered servicing this diverse client base gives Paula the experience she needs to effectively help her clients and counsel them in a wide variety of situations.
Paula holds a deep commitment to establishing confidential and trusting relationship with her clients. Her many long-term relationships are the result of a dedication to quality service. Her philosophy emphasizes the importance of understanding a client's entire financial profile. The success of this approach led her to develop The Total Vision Approach™ which helps her clients create the financial security they need to retire and do the things they want to do.
Since entering the industry, Paula has made the conscious decision to maintain an independent status. This allows her the freedom to utilize a variety of resources and services to help her clients achieve their goals.
As a contributing columnist, Paula's columns on topical "Personal Financial Issues" appear regularly in the Northwest Herald. She is often interviewed and quoted on TV, radio, and in newspapers. Paula is a member of Rotary International. She is currently serving as Board Chairman of the Raue Center in Crystal Lake. Additionally, she has been an active Board member of the Greater Chicago Chapter of the International Association for Financial Planning, and has twice been their President.
Paula’s new online publication, Viewpoints is her FREE monthly Email Newsletter published by McHenryCountyRetirement.com (subscribe online). It offers financial commentary and ideas for people 55 years of age or older who are building a new life in retirement.
Ready, Set, Retire! her book on… How to Do the Things You Want to Do in Retirement with Peace of Mind… is available through Amazon (order online).
*Registered Representative, Securities America, Inc.
This website is published for information only by Dorion-Gray Retirement Planning Inc. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Dorion-Gray Financial Services, Inc. an SEC Registered Investment Advisory Firm. Dorion-Gray Retirement Planning is a trade name of Dorion-Gray Financial Services, Inc. Securities America, Inc. and Dorion-Gray Financial Services, Inc. are separate, unaffiliated entities.
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