What we offer....

1. WHAT WE OFFER
A Cup of Coffee and a Second Opinion
When the markets turn as volatile and confusing as they have over the past year, even the
most patient investors may come to question the wisdom of the investment plan that they’ve
been following.
At Doncaster Insurance & Financial Services, Inc., we’ve seen a lot of difficult markets come and
go. And we can certainly empathize with people who find the current environment troublesome
and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee, and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to
outline your financial goals-what your investment portfolio is intended to do for you. Then
we’ll review the portfolio for and with you. If we think your investments continue to be well-
suited to your long-term goals-in spite of the current market turmoil-we’ll gladly tell you so,
and send you on your way. If, on the other hand, we think some of your investments no longer
fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some
alternatives. Either way, the coffee is on us.
BUSINESS EXIT PLANNING
for Business Owners*
1.) Identify Owner Objectives
2.) Identify Business and Personal
Financial Resources
3.) Strategies to Help Maximize
and Protect Business Value
TOM DONCASTER
Telling It Like It Is, Caring Like No One Else
4.) Ownership Transfers to Third Parties
5.) Ownership Transfers to Insiders Thomas Doncaster
6.) Business Continuity Chartered Life Underwriter (CLU)
7.) Personal Wealth and Estate Planning Chartered Wealth Manager (CWM)
• Insurance • Estate Planning • Investments
Doncaster Insurance and Financial Services
1020 N. Center Parkway, Ste. C, Kennewick, WA 99336
Phone: (509) 735-9518 Office of Supervisory Jurisdiction:
Fax: (509) 735-9503 12636 High Bluff Dr., Ste. 100
San Diego, CA 92130
e-mail: Tdoncaster@ifgrr.com Phone: 858-436-3180
Fax: 858-481-9033
web: www.tomdoncaster.com
Securities and advisory services through Independent Financial Group LLC, a
registered broker/dealer and investment advisor. Member FINRA/SIPC. Doncaster
Kevin, Tom and Jonathan Doncaster Insurance and Financial Services and Independent Financial Group are not affiliated.
Monday - Thursday 9 a.m. to 4 p.m.