Common FAQ

Faqs

Frequently Asked Questions !!

Have questions about financial planning? We’re here to help! Browse our FAQs to learn about investment strategies, retirement planning, wealth management, and more. If you need personalized advice, feel free to contact us!

Do I have enough saved to retire?

We hear this often — and the truth is, it’s not just about what you’ve saved, but how you plan to use it. We’ll help you create a strategy that maximizes what you have, aligns with your lifestyle, and brings peace of mind.

How do I know which Medicare plan is right for me?

Medicare can be overwhelming, but we make it simple. Our team will walk you through your options based on your health, prescriptions, and doctor preferences — so you can make a confident, pressure-free decision.

What if I’ve waited too long to plan?

It’s never too late to gain clarity. Whether you’re already retired or just getting started, we can help you make wise decisions today that protect your future and your loved ones.

4. Can you help me make sure my family is taken care of when I’m gone?

Absolutely. From life insurance to final expense and estate planning, we’ll help you prepare a legacy that reflects your values — not just your assets.

Is Dominion Planning faith-based?

Yes. While we serve clients of all backgrounds, our approach is rooted in biblical stewardship, integrity, and service. We believe financial planning is a way to honor God and care for those you love.

What does a first meeting with your team look like?

It’s simple, friendly, and free. We’ll listen to your goals, answer your questions, and show you what’s possible — no pressure, no hard sells, just honest help from people who care.

Do you charge for the initial consultation?

Nope — your first conversation with us is completely free. It’s a chance to ask questions, share your goals, and see if we’re a good fit to walk this journey with you.

What if my spouse and I have different retirement goals?

That’s common — and we’re here to help you find unity. We listen to both of you, identify shared values, and create a plan that brings peace, not pressure, into your decisions.

Can you help with Social Security planning?

Yes. Timing your Social Security benefits wisely can make a big difference in lifetime income. We’ll help you understand your options and choose a strategy that works best for your situation.

What makes Dominion Planning different from other retirement advisors?

We put people before products and faith before finance. Our guidance is rooted in stewardship, not sales. You’ll get real answers, honest support, and a team that treats you like family.

I already have a financial advisor — can I still work with you?

Absolutely. Many of our clients work with multiple professionals. We’ll collaborate with your existing team to make sure every piece of your plan is working together, not against each other.