Project Description

Randy Dorcey
President, Dorcey Financial, LLC

Fort Myers, Florida

Dr. Randolph B. Dorcey is a practicing Estate Planning Advisor, educator, and public speaker. Randy’s passion is helping people gain financial stability in reaching their retirement goals. He earned the title of Regional Vice President while working for one of the largest financial institutions in the United States. As Randy’s clients got older, he felt that the company he worked for did not have the products and services needed for successful Retirement and full Estate Planning. To help meet those needs, in 1988 Randy became the founder of Dorcey Financial, LLC.

At Dorcey Financial, LLC, we emphasize personal relationships and meeting the needs of our individual clients by helping them design, create, and implement their personal Estate Plan while enjoying retirement in the “Stress Free” lane.

Randy lives in Fort Myers, Florida with his wife of 44 years, Franci. He enjoys golfing, fishing, hunting, and traveling. Their four children are married to wonderful spouses and their six grandchildren, as you can imagine, keep them very busy.

Dorcey Financial, LLC, under Randy’s leadership, has become one of the most trusted Financial and Estate Planning companies in southwest Florida. As a speaker, Randy regularly provides Living Trust and Trust Funding Legacy presentations for groups of all sizes including churches, religious denominations, publicly traded companies, non-profits, civic organizations, homeowner/condo associations, and other financial institutions. Randy specializes in asset preservation, lowering taxes, understanding Social Security maximization, and assistance in helping to protect your estate from nursing home depletion.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Dorcey Financial, LLC and Sound Income Strategies, LLC are not associated entities. Dorcey Financial, LLC is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.

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