For individuals & Families

Financial Planning

Your Life. Your Journey.
Your Tomorrow.

You want to feel comfortable and have peace of mind about your finances. And you have dreams and goals for the future!

You won’t get to where you want to go in life without a plan to get there. 

You may be asking yourself: Will I have enough for retirement? How can I balance saving, helping my family, and managing investments?

Working with us for financial planning services could include building an approach to leave a legacy for your family, creating a funding stream for your favorite causes, helping to advance the education of loved ones, and of course, live the lifestyle that suits you best in retirement. 

We’ve helped clients with many scenarios, including: 

  • Helping to secure financing for a primary or vacation home
  • Evaluating entrance into retirement communities
  • Analyzing the need for life or long-term care insurance
  • Evaluating income and estate planning techniques
  • Helping with charitable planning
  • Considering outside investment opportunities

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. 

Working with our team, clients can have a reliable financial planning services partner, helping them feel safe, well prepared, and supported.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Domani does not serve as an attorney, accountant, or insurance agent.  Domani does not prepare legal documents or tax returns, nor does it sell insurance products.

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