Welcome to Personal Financial Planning

Roanoke, Virginia, Financial Planning and Investment Management

Just as pieces of a puzzle fit together to make a picture, financial decisions made throughout life also need to fit together so that you can most effectively:

  • Grow and preserve your assets
  • Provide for your family
  • Enjoy a well-lived life through retirement

But many of us lack the time, know-how and discipline to put our financial house in order- to do the smart thing with our money. That’s where a trained professional can examine your overall financial situation, help identify your life goals and help you develop a plan to achieve them.

Working with people like you for over 30 years.

  • Small enough to really know you, smart enough to provide high quality professional service.
  • Complimentary account aggregation with weekly summaries – know how your account is doing.
  • Contemporary monthly newsletter can be tailored to your interests.

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