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Working with Domani Wealth

Case Study Examples

How Does it Look?

You may be a professional wanting to prepare for retirement, a retiree wanting to protect your assets, or in any number of other situations needing financial planning guidance.

Domani Wealth has more than 25 years of experience helping individuals create a financial plan to help you feel peace of mind.

You can view our case studies, below, for detailed examples of how we can work with you.

Shortly Before Retirement

Preparing for Retirement A Few Years Away

Walking Through a Divorce Financially

Facing the Loss of a Loved One and New Financial Responsibilities

Note: The above case study examples are hypothetical and do not involve actual Domani Wealth clients. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Domani Wealth is engaged to provide investment advisory services. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Domani is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at this link.

 

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