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ARE YOU READY?

The Right Fit is Everything

At Dominion Financial Solutions, we spend a lot of time and energy to determine if “the fit is right.” We firmly believe that a relationship with a financial planner isn't one to be entered into lightly.

 

We're Not For Everyone

We are selective in who we work with because we strive to have deeper, more consultative client relationships.  

OUR IDEAL CLIENT

A Relationship not solely based on money

Each Ideal Client is different. We appreciate our clients for their uniqueness and who they are. 

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We are blessed to have the best clients in the world.  They are Ideal!  In general, we look for the following qualities in our clients:

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  • Dedicated to self-development; teachable and coachable

  • Would like to minimize financial and investment related stress, and maximize potential financial success

  • Goal oriented

  • Serious about a long-term partnership​

  • Realistic investment objectives and a willingness to communicate expectations clearly​

  • Needs our guidance and respects our competence

YOUR IDEAL ADVISOR

Are we who you are looking for?

We firmly believe that a relationship with a financial advisor isn't one to be entered into lightly.  You should do your homework before selecting an individual to help guide your financial life.

 

We recommend you consider the following while researching an advisor:

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  • What value do you place on the advisor's education and experience?

  • Does the advisor specialize in what you are hoping to accomplish?

  • Does the advisor provide full disclosure?​

  • Does the advisor have an ongoing consultative business model?

2809 S. Lynnhaven Road Suite 160    Virginia Beach, VA 23452 


Phone: (757) 631-0700   Fax: (757) 631-1829

Investment advisory and financial planning services are offered through Bison Wealth, LLC, a registered investment adviser. Richard A. McGrath/Dominion Financial Solutions Inc. and Bison Wealth, LLC., are separate and independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Richard A. McGrath/Dominion Financial Solutions, Inc. offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Richard A. McGrath/Dominion Financial Solutions, Inc. and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Bison Wealth, LLC. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Bison Wealth, LLC.

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Bison Wealth is a Registered Investment Adviser. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC.

© 2019 DOMINION FINANCIAL SOLUTIONS.  ALL RIGHTS RESERVED.

3340 Peachtree Rd., Suite 2300    Atlanta, GA  30326

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Phone: (404) 504-6035   Direct: (404) 301-2349

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