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Investment advisory services are offered through RightOak Asset Management, a registered investment advisor. RightOak Asset Management (“ROAM”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which RightOak Asset Management has clients. ROAM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. ROAM’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of ROAM’s website on the internet should not be construed by any consumer and/or perspective client as ROAM’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by ROAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ROAM, please contact the SEC or state securities regulators for those states in which ROAM maintains a filing. Dominion Financial Planning and ROAM are separate legal entities.

A copy of ROAM’s current written disclosure statement discussing ROAM’s business operations, service, and fees is available from ROAM upon request. ROAM does not make any representations or warranties as to the accuracy, timeliness suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ROAM’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by ROAM) made reference to directly or indirectly by ROAM in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

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- Form CRS

- ADV 2A 

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jjohnson@dominion.financial

9088 Kendall Rd.
Sumas, WA 98295

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