What most of us need is sound advice and a straightforward plan to address life's more challenging financial questions. How much can I afford to spend on a house? Which should I contribute to first, my retirement account or paying down student debt? Am I holding the right investments? These questions are difficult to answer without a comprehensive understanding of your entire financial situation. At Domain, we create step-by-step plans that are actionable, achievable and judgement free. Think of it as a roadmap that guides you through your savings, investments, spending, life goals and retirement. We'll help you clarifying your goals and outline precisely how to achieve them in a concise One Page Plan.
Your Domain advisor can analyze your investment accounts and provide specific investment recommendations. They can review your spending habits, create a budget, tracking where you spend your money, help you reach a goal (like buying a home or taking a year off). They can also help with education savings planning, provide guidance on tax reduction planning, offer insurance assistance, develop a retirement strategy and provide support with your stock options. Our advisors have seen it all, and can help you confidently navigate all aspects of your financial journey.
Good financial advice is at the core of everything we do. Our team of advisors are held to the highest standard of care to act in the best interests of our clients. Each advisor is registered as a CERTIFIED FINANCIAL PLANNER™ professional. Furthermore, because we do not charge fees based on the products you choose, our advice is entirely objective and our interests are always aligned with our clients. Financial planning and investment advice is provided to clients through Domain Money Advisors, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).
Each Domain Financial advisor is registered as a CERTIFIED FINANCIAL PLANNER™ professional and is a full time employee of Domain. Our advisors are held to the highest standard of care to act in the best interests of our clients. Each Domain CFP® goes through a vigorous selection and vetting process, to ensure the highest quality advisors for our clients. Each of our advisors is highly experienced, having worked at well-established wealth management firms such as Morgan Stanley and Goldman Sachs. We look at factors such as education, years of experience and areas of expertise when choosing our advisor team.
At this time, Domain Money is only available to clients currently residing inside the US.
In a word: Yes. We take your privacy and security very seriously. We use bank grade encryption to ensure your data is secure, and we will never sell your personal information for any reason. The only thing we use your personal information for is providing you with the best possible financial advice. If you have any questions about our security and encryption, reach out to our client success team and we’ll get back as quickly as we can.
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