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

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Estate Management Checklist

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How Financial Advisors are Compensated

Read this overview to learn how financial advisors are compensated.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

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

Comparing Mortgage Terms

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

How Compound Interest Works

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

Disability Income

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

What Is My Current Net Worth?

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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