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Win Win Investment Planning, LLC

575 W. Chandler Blvd., Suite 220
Chandler, AZ 85225-7534
Phone:
  • 480-890-0100
Fax:
  • 480-890-7826

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"We can help you reach your retirement goals and financial independence!"

 

Welcome to Win Win Investment Planning, LLC.          

 

Hello, my name is Keith Dorson. I have been in the world of finance for several decades and a financial planner for most of those years. I specialize in the unique needs of affluent Americans and small business owners; with a specialization in aircraft owners, pilots, and aviation enthusiasts. I have helped my clients preserve their lifestyles in these ever changing and challenging markets. Perhaps you are like many of my clients who were once comfortable managing your own investments. However, today they value having their dollars invested in the disciplined, personalized, approach which I take in guiding their portfolios through these exciting times.

 Because I am a comprehensive financial planner you will receive professional investment advice and service as well as a plan which encompasses all the major areas of your financial health. These areas include: investments*, estate plans, trusts, tax planning, and risk management. To make your money work its hardest for you requires a total picture, a comprehensive wealth plan, where everything works together. We specialize in creating this kind of comprehensive plan that produces results for our clients, as well as confidence in a strong financial future.    

Call me today for a financial health analysis.

 

With WIN WIN INVESTMENT PLANNING, LLC I have put together a team of professionals to help incorporate all of your financial needs to make sure that everything works together to help optimize your financial independence. We can work with your legal and tax advisors creating a team that works best for you.

I am committed to working in the best interest of my clients. I always meet personally with each of my clients giving you the time and attention you need and deserve. My top caliber staff assists me in keeping your financial needs met quickly and accurately.

If you're wondering where to turn to find a professional team that can create a plan that will help meet your needs first; you should give me a call. We can sit down together and talk about your goals for your financial future. Our first meeting together will give you clear ideas and you will never feel pressured in any way, I believe firmly in giving you time to think about every step that you should take in your financial plan.

Whether you need financial and estate planning, IRA's,  portfolio design and management, my team will become your team. Call us today.

Investment Planning
How to design the appropriate plan for your goals: retirement, education funding, your dreams...

 

Estate Planning
How to build and keep together your estate. Potential ways to leave more money to your family and less to Uncle Sam.

 

Retirement Plans
Qualified and Non-Qualified Deferred Compensation: IRA(s), SEP(s), Keogh(s), Pension and Profit Sharing Plans, 401(k), and Private Retirement Options.

 

Risk Management
Preserve your income in the event you get sick or hurt and are unable to work.

 

Business Succession
How to transfer ownership of your business in the event of death, disability, and/or retirement. Contracts issued by insurance companies, with guaranteed rate of return without risk to principal.

 

Fixed Annuities
Contracts issued by insurance companies, with guaranteed rate of return without risk to principal.
 
Education Funding
How you can best fund a program, how much you will need, and when...

 

Securities Offered Through:
SagePoint Financial, Inc. Member FINRA, SIPC: Stocks, Bonds, Mutual Funds, Variable Annuities and Money Markets.

 

We offer all of these services in one of three convenient ways: On a straight hourly basis (fee only), On a percentage of assets under management (fee only)... or Traditional commission approach.

Win Win Chandler

 

 

 

 

 

 

 

 

 

 

      

 

                

 

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck