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.
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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Saving for College 101
Here’s a crash course on saving for college.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?