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Estate Management 101 Perception vs. Reality

We are OPEN!

Financial Services are considered an "essential service," and so DOME Financial Services, Ltd. is open for business during the COVID-19 quarantine. Our staff are not working from the office, however they are all working during normal business hours. You can reach us still at our office phone number: 614-430-8414. We are here to serve you as normal.

Case for Good

Our CAUSE

We believe good matters. It's our yardstick; judged not by how well we do for ourselves, but how much good we do for our customers and each other. We are committed to serving our customers and our community, and to being good stewards of your trust.

Wealth Strategies

As Financial Service Professionals, it is our privilege to guide you throughout the many phases of life. At DOME Financial Services, you are able to access a wide range of services to help your financial goals become a reality. Our approach to financial planning starts and ends with your dreams in mind.

Join our team

Join our team of financial professionals

We are seeking qualified associates to join our growing team of financial service professionals! Join us and have an impact on the lives of others while having the independence of being your own boss with unlimited income potential.

Wealth Management Solutions for Life

  • Retirement Income & LIfestyle

    Retirement Income & Lifestyle

  • Investment Services

    Investment Services

  • Estate Strategies

    Estate Strategies

  • Insurance Needs

    Insurance Needs

  • Business Owner Retirement Strategies

    Physicians and Business Owners

  • Tax Strategies

    Tax Strategies

  • Planning for Retirement

    Planning for Retirement

  • Business Planning

    Business Planning

  • Leaving a Legacy

    Leaving a Legacy

  • Financial Education

    Financial Education

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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