Dominic R. Serio - Worthington Financial Partners

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Dominic R. Serio - Worthington Financial Partners Financial Services Representative serving individuals, Federal Employees, and business owners Thank you for visiting my page! and offers securities in Maryland.

As a Junior in high school, I experienced the loss of my mother and father. Thankfully, my parents had arranged a financially responsible and purposeful action plan for my future. Because of this, despite the unfortunate and unforeseen circumstances, my daily life remained as consistent as possible. I was supported by the stability of remaining at the same Catholic high school and by friends who became a part of my family. I was able to attend Washington College, where I competed on the Varsity lacrosse team and earned a degree in Business Management. I am confident that my knowledge, experience, and passion will assist individuals, families, and business owners make their own personalized and responsible action plan for their future. I am a financial professional with Worthington Financial Partners and offer a wide variety of financial services to individuals, families, and business owners. I advise my clients to execute a customized financial program by focusing on the following areas: personal financial strategies, business planning, and wealth protection and/or estate planning strategies. As a Chartered Federal Employee Benefits Consultant℠, I also specialize in working with Federal Employees with regard to their FEGLI Benefits and TSP Retirement Planning. I work closely with developing a relationship with my client as well as their other trusted advisors such as CPAs, Attorneys, Insurance Agents, and Real Estate professionals. My passion is to deliver peace of mind to my clients for their future by addressing their goals and needs today. Please let me know if I can be of assistance to you or someone you care about. Products and Strategies offered: Retirement Plans for businesses and individuals, Investments, Life/Disability/Long-Term Care Insurance, Non-Qualified/Executive/Key Employee Benefits, Business Continuation. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 9515 Deereco Road, Suite 700, Timonium, MD 21093 (410) 527-9507 Worthington Financial Partners is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Dominic Serio is a Registered Representative of Equity Services, Inc. He is also insurance licensed in Maryland, Virginia, and Pennsylvania. TC92563(1116)p

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Nobody grabs an umbrella hoping it'll rain.You bring it because you'd rather be prepared.Life insurance is obviously a m...
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Nobody grabs an umbrella hoping it'll rain.
You bring it because you'd rather be prepared.

Life insurance is obviously a much bigger decision, but there's something to that idea.

Its primary purpose is to provide a death benefit that can help financially protect the people who depend on you.

Who are you protecting? What would they need financially if you weren't here?

If you're not sure whether your current life insurance reflects those answers, let's talk.

Learn the language of life insurance.
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Here are a few life insurance basics everyone should know: Term: coverage for a set period of timePermanent: long-term p...
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Here are a few life insurance basics everyone should know:
Term: coverage for a set period of time
Permanent: long-term protection with the ability to accumulate cash value
The right policy depends on your goals, budget, and long-term needs.

Knowledge is the first step to peace of mind.

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Here's a quick Estate Planning Awareness Week check-in:
When was the last time you looked at your beneficiaries?

Think about everything that's happened since then.

Marriage? Divorce? Children? Grandchildren? Other changes in who you want to provide for?

Beneficiary designations may apply to life insurance, retirement accounts and other financial accounts.

If life has changed but you haven't checked yours lately, send me a message. Let's make sure a review is on your list.

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Estate planning can involve a lot more than a will.

Beneficiary designations. Life insurance. Retirement accounts. Powers of attorney. Trusts. And other considerations depending on your situation.

It can sound like a lot, but you don't have to figure it all out at once. Maybe you're starting from scratch. Maybe you just need a few important updates.

If you've been putting this conversation off because you don't know where to start, feel free to reach out. I'm here to help.

National Life Group and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

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Address

9515 Deereco Road Suite 700
Timonium, MD
21093

Opening Hours

Monday 8:30am - 7pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 7pm
Friday 8:30am - 7pm

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