Areas of Expertise

 

Whether you are starting a family, saving for education expenses, preparing for retirement, or trying to maximize your estate transfer, we provide clear, streamlined strategies to meet your goals and objectives.

Investment Management
  • Asset Allocation

  • Selection of Equities, ETFs, Funds, Fixed Income

  • Diversification of Investments

  • Income Portfolio to Meet Living Expense Needs

Budgeting & Cashflow
  • Budget Preparation

  • Calculating Emergency Fund Amount

  • Managing Debt-to-Income Ratios

  • Sources for Savings

Risk Management
  • Determining adequate level of Death Benefits from Life Insurance

  • Long-Term/Chronic Care Planning

  • Coordination of Medicare/Medicaid Benefits

Strategic Planning
  • When Can you Retire

  • Annual Spending Range During Retirement

  • Integration of Social Security Benefits

  • Calculating for College Education Funding

  • Financial Aid Preparation for College Education

  • Military/Federal Benefit Planning

  • Divorce Planning

Tax Planning & Preparation
  • Preparing for Tax Diversification in Retirement

  • Minimizing Tax Consequences for Chronic Health Care Needs

  • Individual/Business Tax Preparation

 

Estate Planning
  • Proper Titling of Assets

  • Guidance on Trusts and Wills

  • Charitable Planning

  • Facilitation with Your Trusted Estate Attorney

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

CAIA® is a registered certification mark owned and administered by the Chartered Alternative
Investment Analyst Association 

 

Dominguez Wealth Management Solutions is a Registered Investment Advisor

All rights reserved 2014 Dominguez Wealth Management Solutions website

  • LinkedIn Basic Black

Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252

 

Privacy Policy 

DWMS Disclosure