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Estate Management 101 Perception vs. Reality
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

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Travel, Without the Baggage

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

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

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An Inside Look at Retirement Living

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

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.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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