Financial Services - Newport News, Virginia, United States
Just Pure Financial AdviceIf you are looking for objective financial planning or investment advice from a trusted advisor with a broad range of expertise, you are in the right place. We are a fee-only financial planning firm that has adopted the Code of Ethics of the National Association of Personal Financial Advisors (NAPFA). While some firms offer advice as a benefit for buying their products (insurance or financial), we offer advice, period.ServicesComprehensive Financial PlanningLet us help you along the road of life, creating a written and detailed financial plan, updating it as needed throughout the year, and helping to implement the necessary steps to achieve your goals. Visit the office or schedule a conference call as many times you need throughout the year with a Financial Advisor.Investment ManagementHire us to manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. Even include your outside company retirement plan accounts if you want. Investment management is also available for annuities, variable life insurance and college savings plans. Hourly AdviceCome in for quick 2nd professional opinion on what you are doing on your own, or what you have hired someone else to do. No long term commitment needed!