Business Details
Your Trusted Partner for Financial Planning in Virginia Beach
Dominion Financial Solutions is a client-centric financial advisory firm dedicated to empowering individuals, families, and businesses to achieve long-term financial security. With over 25 years of combined experience, our team prioritizes fiduciary responsibility, offering tailored strategies for retirement income planning, estate preservation, and legacy development. We specialize in navigating complex financial landscapes through comprehensive analysis, transparent communication, and a commitment to minimizing conflicts of interest.Our approach integrates Social Security optimization, risk mitigation, and wealth management solutions designed to align with each client's unique financial fingerprint. By maintaining independence from institutional affiliations, we ensure recommendations are driven solely by client needs rather than corporate interests.
Services
Retirement Planning
Social Security Strategies
Legacy Planning
Wealth Management
Estate Preservation
Highlights and features
- We operate as fiduciaries legally bound to prioritize client interests above all else
- Our advisors hold Series 65 and insurance licenses across multiple states
- Specialized expertise in retirement income planning for complex professions
- Comprehensive approach integrating tax-efficient strategies and legacy development
- Decades of combined experience serving military, government, and civilian clients
Associations and certifications
- Registered Investment Adviser (Bison Wealth, LLC)
Services
Retirement Income Planning
We develop customized retirement income plans that coordinate Social Security benefits, investment portfolios, and tax-efficient withdrawal strategies. Our approach emphasizes risk mitigation through diversified asset allocation and guaranteed income solutions. Clients receive ongoing portfolio management with regular performance reviews and strategy adjustments as needed.
Social Security Optimization
Our experts analyze Social Security statements to identify potential income gaps and maximize benefits through strategic claiming strategies. We help married couples optimize combined benefits and explain tax implications of different income sources. This service includes regular updates to account for changing regulations and personal circumstances.
Legacy Planning Concepts
We help clients preserve family legacies through coordinated life insurance solutions and wealth transfer strategies. Our approach addresses both financial assets and intangible values, helping families navigate complex inheritance discussions. We work with legal professionals to ensure estate plans align with overall financial objectives.
Wealth Preservation Planning
Our wealth management services focus on protecting and growing assets through diversified investment strategies. We specialize in risk management solutions for high-net-worth individuals, including tax-efficient investment vehicles and business succession planning. Regular portfolio reviews ensure strategies remain aligned with evolving financial goals.
Fiduciary Advisory Services
As independent fiduciaries, we provide unbiased financial advice without product sales incentives. Our comprehensive planning process includes goal setting, asset analysis, and customized recommendation reports. Clients benefit from transparent fee structures and ongoing advisory support without conflicts of interest.
People
Richard A. McGrath
Founder & CEO
With over 25 years in financial services, Richard founded Dominion Financial Solutions to provide fiduciary guidance to military families and professionals. He holds Series 65 registration and insurance licenses across multiple states, focusing on retirement income strategies and estate planning.
Dustin T. Casebolt
Financial Advisor
Dustin brings 15+ years of financial services experience to Dominion's Atlanta office. Specializing in retirement planning for airline employees and business owners, he leverages his background in employee benefits administration to create customized income strategies for complex professions.
Questions
What financial planning services do you specialize in?
We focus on retirement income planning, Social Security optimization, legacy development, and wealth preservation strategies tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors we're legally obligated to prioritize client interests and provide full disclosure of any potential conflicts.
How do you approach retirement income planning?
We analyze your complete financial picture to create customized strategies that coordinate Social Security benefits, investment portfolios, and tax-efficient withdrawal plans.
Do you work with clients outside Virginia and Georgia?
Yes, our advisors hold licenses in multiple states including Florida, Maryland, Nevada, and North Carolina to serve clients nationwide.
What makes your firm different from other financial advisors?
Our independence from institutional affiliations allows unbiased recommendations, while our military and government experience provides unique insights into public sector benefits.
Reviews (2)
Brittany Snowden
Jan 15, 2022
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This person is a scam artist. He swindled people out of money using unregistered viatical securities.
Edited 1/12.... So your response is that you have no record of me being a client? Have you bothered to look at the register of your clients and their family members? Have you ever considered looking at your business associates? Skirt around it all you want, but the fact remains you stole money from people.
Edited 1/12.... So your response is that you have no record of me being a client? Have you bothered to look at the register of your clients and their family members? Have you ever considered looking at your business associates? Skirt around it all you want, but the fact remains you stole money from people.
Charlie Edward Batte
May 25, 2016
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Richard is a well educated person who speaks with knowledge !! Each visit with Richard I learn more and more of how he plans to invest our money and make our retirement life so much easier and fun !! His clear vision and being on point with the future for us is so amazing !! When I leave his office knowing he is working for me and my wife and kids… future , I walk with head held high!! If you want to feel that feeling and walk with a smile on your face. Hook up with his staff to set you appointment and live your life feeling great and relaxed knowing that the wallet will provide a happy
