Broker Check

Dorval & Chorne is an independent firm specializing in both financial planning for our individual clients and also custom designing and implementing employee financial education programs for mid to large employers.  We have created a system we call The Financial Success Process™ to help individuals reach their financial goals.  Through financial advisory agreements, Dorval & Chorne provides ongoing financial education for large employers, unions and associations in the Twin Cities area.  Call 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:

Press Release

 

Informational Videos:

We have developed several informational videos to help explain more about our firm and some of the unique ways we work with clients to promote and expand access to independent, objective advice. Please click on one of the following links to start the video:

"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:

Financial Success for the Rest of Us. 

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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