PLANNING FOR TODAY & TOMORROW

OUR SERVICES

FINANCIAL PLANNING

We all want to feel comfortable and have peace of mind about our finances. And we all have dreams and goals for the future. This financial planning can include a second home, a commitment to traveling, leaving a legacy for your family, creating a funding stream for your favorite causes, helping to advance the education of loved ones, and of course, living the lifestyle that suits you best in retirement.

No matter your vision, it will be hard to reach those goals unless you have a plan to get there. A map, if you will, able to flex into any curves that arise along the way.

At Domani Wealth, we focus on relationships with our clients – acting as a guide and protector. There are many curves in the road that may occur in life: an opportunity may arise, an unexpected health diagnosis may occur, a loved one may pass, a marital relationship may change. No matter what, we are trusted by our clients and available to advise them when they need it most.

Some types of financial planning Domani Wealth regularly helps clients with:

  • Helping clients secure financing for a primary or vacation home
  • Helping them evaluate entrance into retirement communities
  • Helping them evaluate the need for life or longterm care insurance
  • Helping them evaluate income and estate planning techniques
  • Helping them with their charitable planning
  • Helping them evaluate outside investment opportunities

Realizing tomorrow’s dreams starts with planning today.

Working with our team, clients can have a reliable partner, helping them feel safe, well-prepared, and supported. Our goal is to reduce stress, enabling our clients to feel reassured and in control.

 

FOR MORE INFORMATION ABOUT OUR RETIREMENT PLANNING SERVICES, DOWNLOAD OUR SERVICE SHEET OR CONTACT US.

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