Services

Investments can play a key role in your financial security plan. A mix of both traditional and non traditional investments can help achieve your goals.

_{Investment services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Whether leaving assets to heirs or your most cherished organizations, we will work with you to develop estate transfer strategies that will ensure comfort and protection of your valued securities.

_{Trust services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

_{Insurance planning services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

_{Individual & employer retirement planning services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

_{Financial planning services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

_{Asset allocation services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

_{Charitable giving services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Learn about the benefits of 529 Plans, college savings options and how to develop a savings strategy to fund your child’s educational future.

_{College planning services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}

Through our lending partners, we can provide you access to an assortment of diverse credit and lending services to help you meet your short and long term cash flow needs.

_{Lending services, security and advisory related, offered by Tom Jones and Rob Thorndike through Prospera Financial Services, member FINRA/SIPC. Investment services offered by Bill Roach and Jenn Morelen through YR Securities, member FINRA/SIPC. Advisory services related to Investments offered by Bill Roach and Jenn Morelen are through Dominion Capital Wealth Advisors Inc, a registered investment advisory firm.}