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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.