About

Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design assistance and carefully crafted employee communications.

your professional retirement plan partner

Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to increase employees’ “retirement readiness.”

Our comprehensive approach includes:

• Current Plan Evaluation – Analyze and assess your company’s retirement plan, highlighting its strengths, as well as areas to improve or enhance.
  
• Plan Design Assistance – Provide guidance on the implications of each plan design under consideration, so you can choose the most appropriate one for your company.
  
• Investment Fiduciary Responsibility – Help you understand and address your duties, plus reviewing plan documents, assist in preparing investment policy and other critical procedures.
  
• Plan Provider/Investment Guidance – Help you choose a new plan provider when appropriate.
  
• Process and Education – When a change in plan provider is warranted, we help coordinate that transition from your current to your new retirement plan provider, while delivering education and enrollment assistance to employees.
  
• Monitoring – Review investments on an ongoing basis, offering our recommendations for any necessary adjustments.
  

Clarke Chase is a member of the Retirement Partners Group (RPG), the premier network of LPL Financial retirement plan experts.* RPG members have already demonstrated significant experience with retirement plans, and are committed to maintaining excellence. Only select advisors qualify for membership in this elite group.

Learn more: Meet Our Team │ About RPG

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.