Dominion Financial Consultants

Financial Planning Consultants, Accounting Services, Financial Planners

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(540) 535-0505Call Visit WebsiteVisit Website Map & DirectionsDirections302 W Boscawen StWinchester, VA 22601 Write a ReviewWrite Review

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AKA: Dominion Financial Consultants LLC
Other Link: https://dominionconsult.com/our-offices
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (540) 535-0505

Address: 302 W Boscawen St, Winchester, VA 22601

Website: https://dominionconsult.com/our-offices

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Dominion Financial Consultants

Tax Planning
Whether you’re looking for complex estate tax planning or simply a way to ensure your family will be financially sound after you’re gone, we can help you create a comprehensive estate plan, including wills, trusts or any of the following...
Estate Taxes
Tax Services
Income Tax
Christy Mistr is a tax attorney, CPA and CERTIFIED FINANCIAL PLANNER (TM) who assists clients in all forms of business management, tax, financial planning, investment, and estate planning issues. Immediately prior to forming Dominion Financial Consultants, Christy served as tax counsel for the U.S. Senate Committee on Finance. During her time with the Committee, Christy analyzed and developed corporate and individual federal income tax proposals and prepared the Chairman for Committee meetings on developing tax legislation and oversight of the Internal Revenue Service. Christy has also served as a Special Assistant to the Commissioner of the Internal Revenue Service.

Investment Management
Justin Dobak joined Dominion in the Fall of 2020 and is a recent graduate of Marymount University, earning a Bachelor of Business Administration with a major in Finance. Justin is joining the team that provides investment management services and financial planning services to our clients but has already provided support to Dominion in a wide range of areas.
Wealth Management
Our philosophy is simple: customize and diversify. By customizing our clients’ portfolios, the allocation can reflect the individual’s risk tolerance, return objectives, liquidity needs and investment horizon. We believe that most investors will benefit in the long-run from a well-diversified portfolio. We do not believe in or use market timing or similar transaction-based techniques as no study has shown that market timing works over longer time frames. We focus our efforts on long-term investment strategies and employ more sophisticated and proven wealth management techniques. Equity and fixed income segments can be customized to achieve long terms goals.

Accounting Services
Katharine Steinmetz (“Katie”) supports Dominion Financial Consultants on a part-time basis, providing accounting services to many of Dominion’s clients. Past experience includes administrative and bookkeeping work for Winchester Dentistry and RE/MAX Roots Realty. Katie earned her associate degree in Business Administration from Lord Fairfax Community College in Virginia.
Bookkeeping Services

Financial Planning
Dominion Financial Consultants can help determine how much money to save for your child’s college and the most appropriate investment vehicles to use, so that you can maximize the return on every dollar you set aside for a child’s future. Even if your goal seems overwhelming now, proper financial planning and saving can put the cost of college within your reach.
Retirement Planning
The challenge is that there is not a one-size-fits-all solution to a secure retirement. There are a multitude of options that could result in various levels of success. Pension plans are a thing of the past, and simply contributing to your 401(k) alone is no longer enough. The strategies and tactics available to you are vast, and the amount of information and choices can be paralyzing. Dominion Financial Consultants specializes in assisting individuals and families as they work to alleviate the noise and confusion that retirement planning can create.
Long Term Care
Buying insurance involves a risk-reward analysis. Most of us consider health insurance a necessity as protection from serious illness or accident. Other types of insurance such as disability, long-term care, and life insurance can be just as important to reduce the risk of loss in various circumstances. Disability insurance preserves your income or a percentage of your income if you are medically unable to work. Long-term care insurance can protect the assets in your estate. Life insurance can protect your family from loss of income if you were to die prematurely. Dominion Financial Consultants can help you sort through the risk-reward analysis of these types of policies and determine the best options for you and your family.
Asset Management
Dominion Financial Consultants partners with Wilbanks, Smith, and Thomas Asset Management to provide comprehensive fee-only advisory services to our investment clients. We serve as fiduciaries for our clients and work to reduce risk and enhance returns in helping our clients achieve their financial objectives. We do this by gaining a clear understanding of our clients’ tolerance for various types of risk and their time frames for achieving stated goals.
Living Trusts
College Funding
College is increasingly expensive with each passing year. Your child’s college tuition could be one of the largest expenditures you ever make. If you have more than one child, the financial commitment is even greater. There are more investment options now than ever to save for your child’s education. New investment programs bring new opportunities, but they may make decisions more difficult for people who want the best education possible for the children in their lives.

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