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Enjoy our blog to find additional tips for financial wellness

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

VIDEO: Introduction to Estate Planning

June 11, 2024 Estate Planning

In this video, we discuss what estate planning is, the risks of not having an estate plan, who you may need to help develop your estate plan, and ways to get estate documents drafted at little to no cost.

VIDEO: Quality of Life Planning: Navigating Empty Nesting

June 11, 2024 Retirement Funding

In this episode, we discuss a transition that not a lot of people talk about--empty nesting. Learn from Dan's experience with empty nesting and how we each view that new stage of life.

VIDEO: How to Combine Finances as a Married Couple

June 7, 2024 Personal Finance

A question we often get asked by newly married couples is, "How should we go about combing our finances?" In this video, we provide a simple method to combine your finances in a way that preserves your quality of life.

VIDEO: Quality of Life Planning®: You Can Do THIS with Your Retirement Contributions to Achieve Your Goals

June 6, 2024 Retirement Funding

In this video Dan and Leah discuss what happened in recent meetings and give you permission to do THIS with your retirement contributions to help you achieve your quality of life goals.

VIDEO: Quality of Life Planning®: Group Advisory Program

June 5, 2024 Retirement Funding

In this video learn more about how thousands of nurses and other healthcare professionals have access to financial planning and advice through Dorval & Chorne's Group Advisory Program.

VIDEO: Quality of Life Planning®: How We Do Financial Planning

June 3, 2024 Retirement Funding

In this video, learn about Quality of Life Planning® and how it may differ from your perspective of financial planning. Learn the history of Dorval & Chorne Financial Advisors, how we started working with nurses, and how Dan & Leah both transitioned into financial planning from the same field.