The purpose of a client centered approach is to develop a comprehensive plan so our clients can make appropriate, accurate financial decisions. This combines planning and ongoing advice to ensure constant evaluation with respect to changing conditions. We make specific recommendations designed to provide more efficient use of our client's resources to improve net worth. After recommendations are made, we actively assist in the full implementation. This analysis includes a complete review of current coverage and identification of wealth accumulation or transfer issues. The efficient coordination with other financial advisors is also taken into careful consideration.
"We are bringing a value-added approach to the fragmented market place. The consumer has been confused by misinformation and sales presentations. DOME Financial Services, Ltd. is dedicated to integrating and coordination the financial resources available today in order to maximize our client's wealth potential."
James G. Oppenlander, CLU, ChFC
President and CEO
Columbus CEO Magazine, September 2001