Welcome to Win Win Investment Planning, LLC.          

Hello, my name is Keith Dorson. I have been in the world of finance for over 22 years and a financial planner for most of those years. I specialize in the unique needs of affluent Americans. 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. 

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

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Living Comes with Guarantees
Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

The High Cost of Low Coverage
The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

No Better Time Than Now
You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Score Your Credit Knowledge
Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

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