Our Firm

Staff

Services

Process

Strategies

Implementation

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.

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.

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.

Life Insurance, Disability Insurance,

Health Insurance and Long Term Care

Investment and Advisory Services

Fee-Based Services

Business Exit Planning Consulting

Initial InterviewData Gathering

Insurance, Investment & Business AnalysisProposal/Presentation

Full Disclosures

Implementation with Periodic Reviews

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.

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.

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.