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Plan Sponsor Services
http://www.chasedominion.com/p/plan-sponsor-services
160; . 160;Why we are Different. Chase Dominion Advisors is your dedicated retirement plan partner. As experienced, independent retirement plan advisors, we are committed to providing you and your plan participants with objective, results-oriented guidance across the full range of your retirement plan needs. 401(k), 403(b) Plans. Understand the complex retirement plan marketplace. Consistently track industry trends. Learn more about Plan Sponsor Services:. Why We Are Different.
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Individual Retirement Planning
http://www.chasedominion.com/p/individual-retirement-planning
At Chase Dominion Advisors, we take a consultative approach to providing comprehensive retirement planning advice and guidance for individuals, families and business owners. We are dedicated to helping you:. Protect and manage your assets. Prepare for retirement and unexpected events. Develop a legacy to benefit loved ones and future generations. Discovery • Analysis • Implementation • Ongoing Monitoring. Learn more about Individual Retirement Planning services:. Glen Allen, VA 23060. The LPL Financial ...
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Our Team | Chase Dominion Advisors
http://www.chasedominion.com/team
Clarke Chase, AIF , ChFC. Retirement Plan Consultant Managing Partner, Chase Dominion Advisors. Clarke is the founder and principal of Chase Dominion Advisors where he specializes in providing retirement plan design and consulting services to a broad range of businesses across multiple industry sectors. Click to read more. Trey Jamison, AIF. Retirement Plan Consultant Partner, Chase Dominion Advisors. Click to read more. Barbara Y. Phillips. Click to read more. Click to read more. Click to read more.
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Financial Education Center
http://www.chasedominion.com/p/financial-education-center
Welcome to the Chase Dominion Advisors Financial Education Center. We hope you will take advantage of and enjoy the broad range of educational articles, calculators, presentations and videos provided on topics of interest to today’s retirement savers and investors. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
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Estate | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Do You Feel Lucky? There ...
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Retirement | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. 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. What Is an Annuity?
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Tax | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.
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Crowdfunding—Capital for the 21st Century | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/lifestyle/crowdfunding-capital-for-the-21st-century
Crowdfunding Capital for the 21st Century. One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal. The publisher Joseph Pulitzer used his newspaper to appeal to Americans to donate the money needed to complete the pedestal’s construction. Over $100,000 in six months was raised from more than 125,000 people.¹. Crowdfunding has not been generally viewed as an investment and thus has escaped regulatory oversight or supervision. Until ...
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Caring for Aging Parents | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/retirement/caring-for-aging-parents
Caring for Aging Parents. Thanks to healthier lifestyles and advances in modern medicine, there are more Americans over the age of 65 than there have ever been. The U.S. Census Bureau estimates that by 2050, more than 20 percent of U.S. residents will be aged 65 and over, compared with 15 percent today.¹ As our nation ages, many Americans are turning their attention to caring for aging parents. It is also important to know the location of medical and estate management paperwork, including:. This conversa...
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Insurance | Chase Dominion Advisors
http://www.chasedominion.com/resource-center/insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The chances of needing long-term care, its cost, and strategies for covering that cost. A Brief Guide To Condo Insurance.