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Home | James G. Oppenlander

A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Join our team of financial professionals. We are seeking qualified associates to join our growing team of financial service professionals! Wealth Management Solutions for Life.

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Dome Financial Services, Ltd.

James Oppenlander

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Dome Financial Services, Ltd.

James Oppenlander

550 Polari●●●●●●●●●● Suite 550

West●●●●ille , OH, 43082

US

1.61●●●●8414
1.61●●●●0550
bl●●●@dfsltd.com

View this contact

Dome Financial Services, Ltd.

James Oppenlander

550 Polari●●●●●●●●●● Suite 550

West●●●●ille , OH, 43082

US

1.61●●●●8414
1.61●●●●0550
bl●●●@dfsltd.com

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A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Join our team of financial professionals. We are seeking qualified associates to join our growing team of financial service professionals! Wealth Management Solutions for Life.
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Home | James G. Oppenlander | dfsltd.com Reviews

https://dfsltd.com

A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Join our team of financial professionals. We are seeking qualified associates to join our growing team of financial service professionals! Wealth Management Solutions for Life.

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Tax | James G. Oppenlander

http://www.dfsltd.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. The Facts About Income Tax.

2

Resource Center

http://www.dfsltd.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Sign up for my Newsletter. INX, OEX, IXIC, TNX. Registered Repre...

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Glossary | James G. Oppenlander

http://www.dfsltd.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

4

Our Services-DOME Financial-Financial Services-Wealth Preservation-Financial Goals-Insurance Product

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Lifestyle and Retirement Income Strategies. Investments and Fee Based Services. Portfolio Design and Management. 529 College Savings Plans. Critical, Chronic, and Terminal Illness Benefit Riders on Life Insurance Policies. . Securities and investment advisory services including fee based services are offered solely through Registered Representatives and Investment Adviser Representatives. Of Equity Services, Inc., Member FINRA/SIPC. Sign up for my Newsletter. The data below reflects the previous day close.

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Financial Services-Goals-DOME Financial-National Life-Asset Accumulation-Wealth Preservation-Income

http://www.dfsltd.com/p/financial-planning

At DOME Financial Services, you are able to access a wide range of services to help your financial goals become a reality throughout all phases of your life. A key to reaching the increased financial security we all desire is having an effective asset accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life. Wealth transfer is a vital component of your financial strate...

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