Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
Dominion Financial Solutions is a client-focused financial advisory firm committed to empowering individuals, families, and businesses to achieve long-term financial security. With over 25 years of industry experience, our founder Richard A. McGrath has built a reputation for prioritizing client interests through personalized financial strategies. Our team of professionals specializes in retirement income planning, wealth preservation, and legacy planning, utilizing a fiduciary approach that emphasizes transparency and conflict-free advice.We serve clients across Hampton Roads and Atlanta, offering complimentary initial consultations to develop tailored solutions for unique financial situations. Our expertise spans Social Security optimization, retirement distribution strategies, and business succession planning, supported by a deep understanding of diverse client needs including airline professionals, legal practitioners, and independent contractors.
Services
Financial Planning
Retirement Strategies
Social Security Analysis
Legacy Planning
Wealth Management
Young Professionals Planning
Highlights and features
- We offer 25+ years of specialized financial advisory experience
- Our fiduciary commitment legally requires us to prioritize client interests
- Personalized strategies tailored to unique financial situations and industries
- Complimentary initial consultations with no-obligation financial reviews
- Expertise in serving specialized professions including airline employees and legal professionals
Services
Financial Planning
Comprehensive financial planning services tailored to individual needs. Our advisors help clients create personalized roadmaps for long-term financial security, addressing retirement goals, investment strategies, and risk management. We focus on developing sustainable plans that adapt to changing life circumstances while maintaining fiduciary responsibility to client interests.
Retirement Strategies
Specialized retirement income planning solutions for pre-retirees and retirees. We analyze Social Security benefits, pension options, and investment portfolios to create sustainable income streams. Our strategies address longevity concerns and tax-efficient withdrawal methods while helping clients maintain their desired lifestyle throughout retirement.
Legacy Planning
Legacy planning services focused on preserving family wealth and values across generations. We help clients develop strategies to transfer assets efficiently while considering personal values and family dynamics. Our approach addresses wealth preservation techniques and life insurance solutions to support clients' long-term legacy objectives.
Social Security Analysis
Detailed Social Security benefit analysis to maximize retirement income. We review earnings records, filing strategies, and spousal benefits to identify optimization opportunities. Our specialists help clients understand how Social Security integrates with their overall retirement plan while addressing potential income gaps.
Wealth Management
Holistic wealth management services for growing and protecting financial assets. Our approach combines investment management with comprehensive financial planning, addressing tax efficiency and risk management. We work with clients to develop strategies that align with their financial goals while maintaining fiduciary standards of care.
People
Richard A. McGrath
Founder & CEO
With over 25 years in financial services, Richard founded Dominion Financial Solutions to prioritize client interests through fiduciary advisory. A Hampton Roads native, he holds Series 65 registration and multi-state insurance licenses, focusing on retirement income and business succession planning.
Dustin T. Casebolt
Atlanta Office
Bringing 15+ years of financial services experience, Dustin specializes in working with airline employees, lawyers, and business owners. He joined Dominion in 2020 after consulting independent advisors, offering expertise in retirement income planning and tax-efficient strategies.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, Social Security optimization, legacy planning, and wealth management tailored to individual client needs.
How do you personalize financial plans for clients?
We conduct detailed assessments of each client's unique financial situation, goals, and risk tolerance to create customized strategies that evolve with changing life circumstances.
Are you legally required to act in clients' best interests?
Yes, as fiduciary advisors we have a legal obligation to prioritize client interests above our own in all financial recommendations.
How can you help with Social Security planning?
We analyze Social Security statements, identify potential income gaps, and develop strategies to maximize benefits while considering tax implications and retirement income needs.
What makes your legacy planning different?
We focus on preserving both financial assets and family values through personalized strategies that address wealth transfer and intergenerational wealth preservation techniques.
