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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


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Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?


Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Long-Term-Care Needs

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retiring the 4% Rule

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

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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