Our Team
Dowling Legacy & Retirement serves Orland Park, IL and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at our firm.
Dowling Legacy & Retirement provides investors custom-tailored strategies to meet short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. Call us for your Complimentary Consultation and receive our latest book. Karen Prescia Dowling, CEO/President
Karen is CEO/President of Dowling Legacy & Retirement. She received her Bachelors in Accounting in 1981 from Loras College, Dubuque, Iowa and her Masters in Business Administration (MBA) in 1987 from the University of Nevada, Las Vegas. Karen is a Licensed Life and Health Insurance agent and a Certified Estate Planner (CEP), specializing in Legacy, Long Term Care and Retirement Planning. As an Investment Advisor for Chancellor Financial Services, Inc., Karen develops investment strategies designed based on client’s investment goals. With over 25 years as a Business Consultant, and over 35 years as an Accountant, she has helped both small and Fortune 500 companies improve their bottom line and streamline operations through budgeting, monitoring and analyzing financial performance. Being a Certified Life Coach, Karen has coached individuals through life transitions, guiding them, both personally and financially. Whether your goal is to accumulate wealth, maximize social security benefits, acquire life insurance, set up a trust or retire with confidence, Karen is passionate about building plans that help organize client assets while protecting them for the next generation. Primary and paramount is her mission to assist clients towards planning a retirement they have always dreamed of, one that will provide them peace of mind & financial freedom throughout their lifetime. Dowling, Advisor
Ron is a Strategic Consultant and Advisor for Dowling Legacy & Retirement. Ron has been in the Insurance and Legacy Planning industry for over 35 years. As a Consultant and Certified Estate Planner (CEP), Ron specializes in Legacy, Medicaid and Retirement Planning. He has been featured in Forbes Magazine for two consecutive years and has co-authored the book, “Getting Your House in Order”, which addresses how to organize the financial and legal areas in your life that can give you the confidence to retire successfully and ensure your affairs will be handled according to your wishes. Ron speaks at educational seminars and workshops for corporations, private groups, local residents and organizations at many well-known restaurants around Chicago and the surrounding suburbs. Ron has made it his mission to educate individuals on how to protect their assets and plan for a prosperous, stress free retirement. “I’m addicted to helping people. It’s about the self-satisfaction of helping people and building plans to protect people and their assets.”
