Win Win Investment Planning, LLC

CONNECT

Address:

575 W. Chandler Blvd., Suite 220
Chandler, AZ 85225-7534

Phone:

480-890-0100

Fax/Other:

480-890-7826

About Win Win

 

Keith R. Dorson has worked the past sixteen as an independent financial advisor locating his office close to family and convenient for his clients in the Phoenix area. Before developing Win Win Investment Planning, LLC he worked for Edward D. Jones & Co. He is now a Registered Principal with SagePoint Financial, Inc.

Keith enjoys helping to build financial pathways to his clients' dreams and goals. He holds Series 24, Series 7, Series 63, and Series 65 securities registrations. He has the advantage of working in many different areas in the financial field and has an understanding of large corporation finances as well as personal businesses. He brings this knowledge together to help create a strong financial portfolio for you.

Mr. Dorson received an MBA from the University of Phoenix in 1988. He spent ten years with McDonnell Douglas in Mesa, Arizona in positions as a Senior Financial Analyst, Project Manager, and Corporate Trainer.

In his "spare time" he is a Senior Faculty Member at the University of Phoenix teaching Advanced Budgeting, Project Management, Computers and Information Systems, and Certified Financial Planners CFPs. Recognized as an excellent instructor at the university, he has the ability to explain clearly the often complex legal language and details in putting together a healthy portfolio.

His primary goal is to treat each client with the care and attention he would want to receive. He strives to help people to achieve the goals they are having difficulty reaching on their own.

Keith Dorson is also a public speaker with years of experience making the complicated easy to understand and answering questions in a straight forward way. If you are interested in having him speak to a group for you, please contact us.

If you would like more information or would like to meet with Keith to discuss your financial goals please call: 480-890-0100, or from outside the Phoenix area: 1-800-833-5514, or email: kdorson@wwinvestment.com, or fax us at 480-890-7826.

 

 
I Can Help You Invest Wisely...

I can work with you to examine the options that are available and can help you decide which investments best suit your needs. I can explain to you in understandable terms what benefits and risks are involved with each option, and point you toward the  investments that are currently most advantageous to meet your goals.. Whether you're planning for retirement or putting away some "serious" money, my goal is to work to make your dollars work harder for you. Call today and have your financial questions answered.

Keith R. Dorson
Owner, Win Win Investment Planning, LLC
Registered Principal, SagePoint Financial, Inc.

 
 

Laura Compton has been Executive Assistant/Office Manager for fourteen years. She helps with your customer service questions using seamless proactive service to support Keith's advice. Laura is the detail-oriented person who prepares most of your paperwork and helps to keep our office in compliance. She has a degree in studio art and owns her own business, Compton's Cats, on the side, creating ceramic sculpture. Laura is not registered with SagePoint Financial, Inc.

Kate Lynch is the Administrative Assistant/Bookkeeper. She has been here for two years. Part of her customer services duties include special projects to keep clients current and satisfied.  Kate has a degree in Psychology and is very busy with many outside activities. As a single mother, Kate's kids are the center of her life. Kate is not registered with SagePoint Financial, Inc.

 

 

The Win Win Team

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck