This document summarizes the staff and services of Doncaster Insurance and Financial Services. It introduces the three advisors - Tom, Kevin, and Jonathan Doncaster - and describes their backgrounds. It also mentions Alice Doncaster and Gina Jamieson who handle customer service and administration. The firm provides life, health, disability, and long term care insurance as well as investment and advisory services. It outlines the process of initial interviews, data gathering, analysis, presentations, and periodic reviews. The firm utilizes traditional, alternative, and tactical investment strategies including third party asset management and insurance contracts to protect clients' portfolios during retirement.

1. Our Firm
Staff
Services
Process
Strategies
Implementation

2. Kevin, Tom and Jonathan Doncaster
Tom came into the financial services
business in 1987. He has achieved
several industry awards and is one of the
finest financial advisors in the Tri-Cities
area. Kevin joined the firm in 2007 after
working in satellite communications for
five years. Jonathan also joined his dad
in 2008 after serving in the U.S. Marine
Corp for four years.

3. Alice Doncaster has been with the firm
from the beginning. Her responsibilities
include customer services, administrative
and is the secretary/treasurer of
Doncaster Insurance and Financial
Services, Inc.

4. Gina Jamieson has been with our firm
since May 2001. Her responsibilities are
customer service, office administration
and support. Gina was formerly an
Office Manager for U/A Cablesystems in
Pendleton, OR.

5. Life Insurance, Disability Insurance,
Health Insurance and Long Term Care
Investment and Advisory Services
Fee-Based Services
Business Exit Planning Consulting

6. Initial Interview
Data Gathering
Insurance, Investment & Business Analysis
Proposal/Presentation
Full Disclosures
Implementation with Periodic Reviews

7. We utilize several traditional, alternative
and tactical strategies, including 3rd Party
Asset Management to help protect our
clients portfolios.
We also utilize insurance contracts to help
protect and preserve the clients income
during retirement.

8. In all the products and services that we
provide, we implement active, tactical and
targeted strategies.
Unlike the “Buy and Hold” Strategies of the
1990’s, we will periodically modify and
reallocate insurance, portfolios and holdings
in order to assist our clients in achieving
their financial objectives.

9. Will you let us begin the process with you?
Securities and Advisory Services offered through Independent Financial Group, LLC. Member
FINRA/SIPC an independent investment advisor broker dealer. Doncaster Insurance and Financial
Services and Independent Financial Group, LLC are unaffiliated.