morning sunrise over the lake
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Your Partners In Planning


We initiate the development process with a series of discussion meetings. In the beginning we take a broad perspective, helping clients articulate future goals and stategies -- reviewing existing documentation to identify gaps, overlaps, or inefficiencies. From this analysis a menu of strategic alternatives emerges, which are subjected to modeling and testing to produce our recommendation report.


Achieving a comprehensive, integrated plan for business or family finance requires diverse disciplines -- the legal, accounting, and trust professionals, along with the financial product institutions and administrative resources. Our role is to help coordinate their efforts and manage communication to assure our clients can make informed decisions and can rely on an effective implementation timetable.


In the real world, financial and investment planning* means a commintment to a perpetual decision process. As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential problems. We set up monitoring procedures in advance that allow you to evaluate peformance against objectives and revise your decisions accordingly.

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



Sid Phillips is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0E48398), CO, DC, DE, FL, GA, ID, IL, IN, LA, MD, MO, NC, OH, OR, PA, SC, TX, UT, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sid Phillips is licensed and authorized to offer insurance in California, but Dominion Financial Partners LLC may not be. For additional information on California licensure status, please click here.

Sid Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 130 W Olney Rd, Norfolk, VA, 23510, 757-615-6801. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, IN, MA, MD, MI, NC, NY, OR, PA, SC, TX, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Sid Phillips is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, DC, DE, FL, GA, IN, MA, MD, MI, NC, NY, OR, PA, SC, TX, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Dominion Financial Partners LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Dominion Financial Partners LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​