Broker Check

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:

Press Release

 

Informational Videos:

"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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles arrow

Bi-Weekly Payments

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Net Worth?

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Facts About Income Tax

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

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow