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RETIREMENT PLAN CONSULTING SERVICES

Chase Dominion Advisors is an independent financial firm with a deep
understanding of all aspects of retirement plans. We can help you select a plan
design that suits the needs of your company and your workforce, and assist you
in implementing high fiduciary standards while offering an appropriate mix of
investment options, education and personalized guidance for your employees.
Learn more








SERVICES




PLAN SPONSOR SERVICES

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PARTICIPANT SERVICES

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INDIVIDUAL RETIREMENT PLANNING

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Why We Are Different Video





HELPFUL CONTENT


TERM VS. PERMANENT LIFE INSURANCE

When considering life insurance, it's important to understand your options.


WHEN LIFE INSURANCE BECOMES TAXABLE

Life insurance proceeds are generally tax-free. But not in all cases.


A BRIEF GUIDE TO CONDO INSURANCE

Important items to consider when purchasing condo insurance.

 
 * Articles
 * Calculators
 * Presentations
 * Videos

KEEPING SUMMER SAFE: POOL AND SPA SAFETY TIPS

Each year hundreds of children die or are injured in pool accidents. By taking
seven steps, you can keep your pool safe.

YOUR SHIFTING RISK TOLERANCE

Time and market performance may subtly and slowly imbalance your portfolio.

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.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

EARNINGS FOR ALL SEASONS

Earnings season can move markets. What is it and why is it important?

WHAT IF YOU GET AUDITED?

The chances of an IRS audit aren't that high. And being audited does not
necessarily imply that the IRS suspects wrongdoing.

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FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

LONG-TERM-CARE NEEDS

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

WHAT IS THE DIVIDEND YIELD?

This calculator helps determine your pre-tax and after-tax dividend yield on a
particular stock.

POTENTIAL INCOME FROM AN IRA

Estimate your monthly and annual income from various IRA types.

COMPARING MORTGAGE TERMS

Estimate the total cost in today's dollars of various mortgage alternatives.

VIEW ALL CALCULATORS

PRINCIPLES OF PRESERVING WEALTH

How federal estate taxes work, plus estate management documents and tactics.

MANAGING YOUR LIFESTYLE

Using smart management to get more of what you want and free up assets to
invest.

PROTECTING THOSE WHO MATTER MOST

The importance of life insurance, how it works, and how much coverage you need.

AN INSIDE LOOK AT RETIREMENT LIVING

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

5 SMART INVESTING STRATEGIES

There are some smart strategies that may help you pursue your investment
objectives

INVESTMENT STRATEGIES FOR RETIREMENT

Investment tools and strategies that can enable you to pursue your retirement
goals.

VIEW ALL PRESENTATIONS

SHOULD YOU TAP RETIREMENT SAVINGS TO FUND COLLEGE?

There are three things to consider before dipping into retirement savings to pay
for college.

WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

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

RETIRING THE 4% RULE

A portfolio created with your long-term objectives in mind is crucial as you
pursue your dream retirement.

THE BUSINESS CYCLE

How will you weather the ups and downs of the business cycle?

PERCEPTION VS. REALITY

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

YOUR DNA TEST

Preparing for the unexpected can make all the difference if your family relies
on your income.

VIEW ALL VIDEOS





Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.




CONTACT

Office: (804) 270-3701
Toll-Free: (877) 423-2462
Fax: (804) 747-1237

4801 Cox Road
Suite 204
Glen Allen, VA  23060

info@chasedominion.com 

  

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. It may not be used for the purpose of avoiding any federal tax penalties
. Please consult legal or tax professionals for specific information regarding
your individual situation. Some of this material was developed and produced by
FMG, LLC, to provide information on a topic that may be of interest. The
opinions expressed and material provided are for general information, and should
not be considered a solicitation for the purchase or sale of any security.  

Copyright 2013 FMG Suite. 

Securities and advisory services offered through LPL Financial, a registered
investment advisor: Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states: VA, DC, WV, DE and CO.  



CONTACT

Chase Dominion Advisors

Office: (804) 270-3701Toll-Free: (877) 423-2462 Fax: (804) 747-1237

4801 Cox Road
Suite 204
Glen Allen, VA 23060

info@chasedominion.com



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