How We Help
There's a lot that goes into planning for retirement, and the biggest part of any retirement plan is finances. Where will your income come from? Is it Social Security, a pension, dividends from your investments, or somewhere else? How do you know if you have enough saved? What if something happens to you or your spouse? Should you make that big purchase or save the money for later?
What if there was a way to make these decisions without needing to worry?
That's where we come in.
We're experts in tax (Certified Public Accountant - CPA, Enrolled Agent - EA), Planning (Certified Financial Planner - CFP ), Investing (Chartered Financial Analyst - CFA, Certified Investment Management Analyst - CIMA ) with 85 years of combined experience.
Our years of expertise have allowed us to build a business specifically to serve you and the challenges you face in your retirement planning journey. We’re ideally situated to help guide you down the right path in your years leading up to retirement, and our expertise in financial planning, taxation, and investment management will help safeguard your financial health through your retirement years. On top of that, we have a simple fee structure so you know exactly what to expect. No hidden costs or fees, just straightforward information so you know what to expect and what it will cost you.
At Dominguez Wealth Management Solutions we believe in a fully integrated approach to financial and retirement planning. Investment decisions, tax strategies, and long term goals all affect your financial plan, which is why we create a comprehensive roadmap that covers all aspects of your financial life.