CURATED RESOURCES
FORMS
Dominion Financial Consultants is a registered investment advisory firm registered in the state of Virginia and the District of Columbia. All information contained on our website is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the state of Virginia or in the District of Columbia, where we are registered as an investment advisor, where we are excluded from registration or where an exemption from such registration exists. Any and all responses to inquiries about our services will be made in compliance with applicable state and federal law. This medium is limited to providing you with general information on our services and provides a way for you to contact us. It does not intend to be a complete description of our services or performance.
Set forth below are client intake forms which clients may find useful as they are preparing for initial planning meetings.
ADDITIONAL INFORMATION
For the benefit of our clients, we have included on this webpage copies of certain publications created by Dominion Financial Consultants. We have tried in all circumstances to verify the accuracy of information included at the time of publication but cannot guarantee the continued accuracy, timeliness, or validity of this information subsequent to publication. Use of this information is permitted; however, reliance on it should only be undertaken only after an independent review. Please feel free to call our offices if we may help you in this regard.
Also included on this webpage are certain “links” to other websites as well as reproductions of the work of other authors and publishers. Such external websites and publications will contain information created, published, maintained, and otherwise posted by institutions or organizations independent of Dominion Financial Consultants. We do not endorse, approve, certify, or control these external sources and can not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information. Use of any information obtained from these links or publications is voluntary, and reliance on it should only be undertaken only after an independent review. Reference to any specific commercial product, process, or services by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement or recommendation by Dominion Financial Consultants. Nothing on this website shall be construed as advice to any particular investor.
Dominion Created Resources
Web Links
www.irs.gov
www.charlesschwab.com