Our Services

Investment Advisory Services

Investment Strategy Development and Implementation

Personal Accounts

Individual, Joint, and Retirement Accounts Including; Traditional IRA
Roth IRA
IRA Rollover

Business & Fiduciaries

Defined Benefit Plans
Defined Contribution Plans
401(k), 402(b), Simple IRAs, Profit Sharing Plans
Non-Qualified Plans
Non-Profit Foundations and Endowments
Union and Government Sponsored Plans

Insurance Advisory Services

Existing Life Insurance Policy Audits
New Policy Design and Implementation
Life Settlements
Key Person Insurance
Buy/Sell Insurance
Pension Maximization

Our Services

Investment Advisory Services

Investment Strategy Development and Implementation

Personal Accounts

Individual, Joint, and Retirement Accounts Including; Traditional IRA
Roth IRA
IRA Rollover

Business & Fiduciaries

Defined Benefit Plans
Defined Contribution Plans
401(k), 402(b), Simple IRAs, Profit Sharing Plans
Non-Qualified Plans
Non-Profit Foundations and Endowments
Union and Government Sponsored Plans

Insurance Advisory Services

Existing Life Insurance Policy Audits
New Policy Design and Implementation
Life Settlements
Key Person Insurance
Buy/Sell Insurance
Pension Maximization

Alan W. Thompson, CPA/PFS
1626 South Madison Street
PO Box 398
Whiteville, NC, 28472

P: 910-642-2109 F: 910-642-5958
www.dominionwealthllc.com

Advisory Services offered through
CSSC Investment Advisory Services, Inc.,
a Registered Investment Adviser

Securities offered through
CSSC Brokerage Services, Inc.,
Member FINRA and SIPC

Insurance Services Offered Through
CSSC Insurance Services, Inc.

*Permission for use of this trademark
has been granted by CSSC.

Alan W. Thompson, CPA/PFS
1626 South Madison Street
PO Box 398
Whiteville, NC, 28472

P: 910-642-2109 F: 910-642-5958
www.dominionwealthllc.com

Advisory Services offered through
CSSC Investment Advisory Services, Inc.,
a Registered Investment Adviser

Securities offered through
CSSC Brokerage Services, Inc.,
Member FINRA and SIPC

Insurance Services Offered Through
CSSC Insurance Services, Inc.

*Permission for use of this trademark
has been granted by CSSC.