Here’s what you get, and why we chose Domain’s team:
A dedicated advisor and a personalized plan. You’ll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear plan to reach your goals.
Expert wealth and investment advice. You’ll receive professional investment guidance that’s appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain’s advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain’s CFP® professionals, trained by a CFP I personally work with, are not insurance salespeople or wealth managers. You won’t be bombarded with product pitches or steered toward certain funds for commission.
