Discussing money matters can be a sensitive subject, but let’s be honest- whether you’re an experienced investor or looking to kickstart your savings, we could all use some financial advice from time to time.
Dominion Financial Solutions provides comprehensive financial planning services for people in all phases of life, from retirement planning to college funding, or even just figuring out how to responsibly afford your next vacation. “If you have a financial question, we can answer it,” says Financial Advisor and Partner Dustin Casebolt. “Whether you need a little advice or a lot, there’s always somewhere to improve.”
For over 25 years, Dominion Financial Solutions has served its clients with personalized, real-world financial advice to help achieve their goals and navigate the financial landscape. Don’t expect a big bank experience working with Dominion; their solutions are tailored to each client’s needs and intended to work for individuals’ specific circumstances, not just generate profit for the firm.
As a fiduciary, Dominion is legally obligated to put its clients’ best interests ahead of anything else and offer responsible monetary advice that aligns with established financial goals.
“I’ve always been drawn to the service aspect of financial advising,” says Casebolt. “It’s a big part of someone’s life, and we take it really seriously. We treat everyone like friends and family.”
That personal touch and community-minded attitude create peace of mind and comfort for clients and while forming a true relationship built on trust. Dominion goes above and beyond when it comes to helping clients make prudent and forward-thinking financial decisions. “We do everything we can to help,” says Seabolt. “I recently helped a family figure out which car would be a smart purchase. We’ve toured assisted living facilities with clients to help them find the right fit. When we say we’re in partnership with our clients to help them succeed, we really mean it.”
Even if you’re not preparing for a large purchase or setting lofty financial goals, a financial advisor can play an important role in planning for the unexpected. Circumstances like paying for college or figuring out how much you really need to comfortably retire can feel daunting, and a third-party offering informed advice can make all the difference.
“There’s no contract or commitment to work with us,” explains Casebolt. “We’ll work with anyone looking for guidance. Our goal is to be partners for life and every financial situation.”