Financial Planning

Financial Planning Services Are Available
At All Dort Federal Locations!


Thinking about opening an IRA and not sure if a traditional or ROTH is right for you? Maybe you’re considering a new life insurance policy and need advice, or perhaps you’re thinking of retiring soon and would like a professional to review your financial portfolio. Dort Federal can help you make the right decision for you and your family. Through our partnership with Financial Network, Dort Federal provides our members the opportunity to receive professional, complimentary financial planning services that may include traditional financial planning, retirement planning, estate planning, mutual funds and stock and bonds, just to name a few.

George W. Johnson, our Investment Executive, is available to meet with Dort Federal members at all Dort Federal locations. To make an appointment with George, call 248-978-3223 or email him at gjohnson@dortfcu.org.