Broker Check

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
Enter Site

Participant Services
Enter Site

Individual Retirement Planning
Enter Site


Why We Are Different Video

Helpful Content

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Surprises

Making the most of surprises is a great reason to work with us.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

View all videos arrow