Dorval & Chorne is focused on providing independent, objective advice to help people improve their overall quality of life. We specialize in fiduciary level Quality of Life Planning™ for both our individual clients and also within our custom designed group financial advisory programs for employers, unions, and associations. Our group advisory agreements offer fiduciary advice and planning to over 21,000 people. Most of the people we help are in Minnesota, but we do have national agreements with clients across the country. Call or email today to learn more about the unique services we offer!
MNA Financial Wellness Program:
The MNA Financial Wellness Program began on January 1st, 2015. It is our largest group agreement to date serving more than 20,000 Registered Nurses in Minnesota! Please click on the following press release to learn more:
"Past, Present and Future" - Dan describes the founding and development of Dorval & Chorne along with our vision for the future.
"The Real Value of a Financial Advisor" - The video helps explain the real value quality financial planning and advice can offer.
"Adding Purpose to Your Retirement Plan" - The video describes our unique corporate and group advisory agreements that promote and expand access to independent, objective advice for traditionally underserved groups.
"Financial Success for the Rest of Us"
Dan also wrote a book that still forms much of the foundation for the planning process we use with our clients:
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
How Income Taxes Work
A quick look at how federal income taxes work.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Try these activities to keep your brain sharp.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.