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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Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Things you and clients can do to manage market stress
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
Important items to consider when purchasing condo insurance.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Learn about what risk tolerance really means in this helpful and insightful video.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.