Services

Confident. Cared For. Comfortable.

That’s how you’ll feel with dedicated professionals who offer you independent, unbiased, comprehensive financial planning and management solutions.

Investments

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.

Trust Services

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 Planning

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.

Individual & Employer Retirement Planning

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.

Financial Planning

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

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.

Charitable Giving

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.

College Planning

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.

Lending

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tracie@dcpwealth.com |  (757) 961-0067