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 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
Investment Services
Estate Strategies
Insurance Needs
Physicians and Business Owners
Tax Strategies
Planning for Retirement
Business Planning
Leaving a Legacy
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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.