What Do Financial Advisors Do?
Everything You’ve Wanted To Ask a Financial Advisor
We believe transparency is the foundation of trust. That’s why we’ve provided answers to some of the most common questions about retirement and working with Dominion Financial Solutions.
Questions
Find clear answers about our services, process and how we work with clients.
What makes Dominion Financial Solutions different from other firms?
We act as your strategic financial partner. By bringing together a team of specialists, we offer integrated financial services and deliver a personalized digital plan that updates every 24 hours — helping you stay confident and informed.
What kind of clients do financial advisors typically work with?
While we have deep expertise in guiding individuals and families through retirement planning, we’re passionate about partnering with people at all stages of life who value meaningful relationships and are open to guidance. Our goal is to help you build a secure financial future, no matter where your journey begins.
Does Dominion Financial Solutions actively manage my money?
Yes. We provide proactive management for all your assets, including those held in external accounts like 401(k)s. We constantly monitor your portfolio and make tactical adjustments based on our mathematical, logic-based strategies — not on emotion.
How do financial advisors determine my financial plan?
We conduct a thorough analysis of your complete financial picture, listen to your goals for the future and create a detailed, digital financial plan. This plan acts as the blueprint for every recommendation we make.
What is the first step to getting started with a financial advisor?
We offer a simple, no-obligation consultation. It’s a conversation where we get to know you, and you get to know us. We’ll discuss your goals and see if our comprehensive approach is the right fit for your financial future.
How often should I meet with my financial advisor?
We tailor our meeting schedule to your needs. Some clients prefer quarterly check-ins, while others meet annually or during major life changes. No matter the frequency, we’re always available to answer your questions and provide guidance when you need it.
Can Dominion Financial Solutions help with tax planning?
Yes, we incorporate tax-efficient strategies into your financial plan. While we don’t prepare tax returns, we work closely with your tax professional to help minimize your tax burden.
What happens to my financial plan if my life circumstances change?
Life is full of changes, and your financial plan should adapt with you. Whether it’s a career shift, a new addition to your family or an unexpected expense, we’ll work with you to adjust your plan and keep you on track.
Do I need a certain amount of money to work with Dominion Financial Solutions?
We don’t believe in one-size-fits-all solutions, and we don’t have a strict minimum. Our focus is on helping individuals and families who are serious about planning for their financial future, regardless of their starting point.
How does Dominion Financial Solutions get paid?
We believe in transparency when it comes to fees. Depending on the services you need, we may charge a percentage of assets under management, a flat fee or commissions for certain products. We’ll always explain our fee structure upfront so you know exactly what to expect.