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“...accelerate decision making and provide you with options... sometimes options that you will not hear or see elsewhere ”

As a successful business owner, you need to plan for the future of your business as well as your family. Dominion Wealth Management has the experience to help you ensure that both are protected and secure.

Here are some of the areas where Dominion Wealth Management helps business owners:

Wealth management – Manage a diversified portfolio and address wealth enhancement issues, as well as risk reduction, charitable giving, and wealth transfer issues, while maintaining sufficient liquidity to keep investment options open and address the working capital needs of the business.

Tax reduction – We provide "bright line" tax reduction strategies (no gray areas) that allow you to stay current with all IRS regulations while retaining the maximum possible income. This allows you to give more to your children, donate to the charities of your choice, save more for retirement, or invest in improving your lifestyle. You can focus on what you do best, and pass along the rewards of your hard work to the people who matter most.

Asset protection – Keep your family's assets safe from any claims that may be made against your business.

Insurance – Life insurance, disability, key person, errors & omissions, liability, workmen's compensation, long-term care, business, home and auto insurance all allow you to reduce risk. But the options can be complex and it's critical to understand the subtle differences between the various options.

Retirement planning – Design your financial future so that when you decide to retire, you can be secure in the knowledge that your lifestyle will match your dreams.

College savings – The high cost of education makes it increasingly important to start planning for your children's education early, and to determine the best vehicles for your investment.

Business financial planning – With the myriad of financial and business management issues involved in running a successful business, it is critical to have excellent advice from financial experts.

Business investments – Should you decide to invest in a new business, acquire a company, or merge with another business, you will have complex financial decisions to make. We can give you insight into the issues you need to consider and the implications of your choices.

Estate planning – You want to make sure that you secure your family's financial future, and that your money goes into the right hands while minimizing the tax burden.

Business succession – Plan a smooth transition when you get ready to retire, giving the family members or new owners who will be taking over the business confidence that customers, vendors, partners and employees will handle the succession effectively.

For a confidential conversation where we can determine if there's a fit between what you need and how we can help, click here to make an appointment.



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Dominion Wealth Management, Inc. | 12020 Sunrise Valley Drive | Suite 160 | Reston VA, 20191 | Telephone: 703.673.7999 | Fax: 703.673.7998
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