- Comprehensive Fee-Based Financial Planning - Wealth Accumulation & Transfer Planning - Annuities - Estate & Income Tax Analysis - Document Review ( Wills & Trusts ) - Long Term Care Insurance - Medicare Supplements - Buy / Sell Agreements - Deferred Compensation Agreements & Funding - Executive Benefit Programs - Retirement Planning & Administration
Investment advisory and financial planning s
ervices are offered through Bison Wealth, LLC, a registered investment adviser. McGrath/Dominion Financial Solutions Inc. and Bison Wealth, LLC., are separate and independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. McGrath/Dominion Financial Solutions, Inc. offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Richard A. and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Bison Wealth, LLC. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Bison Wealth, LLC. Bison Wealth is a Registered Investment Adviser. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC.