Since founding Financial Insights in 1981, her dedication to developing deep and long-term client relationships with clients has become standard practice. Dorothy’s passion has helped clients realize and implement their dreams. As a CFP®, Dorothy has extensive experience as a wealth manager both regionally and nationally. Her proficiency in personal finance and insightfulness in developing innovative financial strategies have helped clients successfully manage major life changes, including a focus on retirement planning including maximizing Social Security and Medicare planning. She analyzes how the global picture will impact her clients and utilizes her research, travels and unique perso