President, Dorcey Financial, LLC
Fort Myers, Florida
Dr. Randolph B. Dorcey is a practicing Estate Planning Advisor, educator, and nationally-known 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 the largest financial institution 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 “SAFE” 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 nationally-recognized 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 protecting your estate from nursing home depletion.