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

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.


A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Do You Feel Lucky?

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

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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