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Botetourt, VA

Retirement and estate planning in Botetourt County

Botetourt is where DF Consultants is registered, and it sits between our two Virginia offices. We meet clients here by appointment.

Where
Botetourt, VA
We meet clients here by appointment.
Arranging a time
Call or write and we will find a time.
Monday through Friday, 9:30am to 4:30pm

Botetourt County, Virginia

What working with us in Botetourt looks like

The firm is registered in Botetourt County, roughly midway between our Roanoke and Harrisonburg offices. There are no premises here, so meetings are arranged rather than dropped in on.

If you live in Botetourt, Roanoke is the closest place to sit down with us across a table, and we are happy to come to you or to meet another way if that is easier.

01

Meeting in Botetourt

Call 540.574.2508 and we will arrange a time and a place. Our Roanoke office, at 2217 Crystal Spring Ave, is the nearest room with our name on the door.

02

The same work, wherever we sit down

Retirement planning, retirement income and RMDs, investment management, estate planning, tax strategies, business exit planning, business plans and benefits, and education funding. The services pages describe each one.

03

The estate conversation we start early

When we began asking clients directly about their documents, many of them told us they had no will. We review what you have, find the gaps, and coordinate with your attorney so the plan and the paperwork agree.

Questions

Working with us in Botetourt

Closer to Roanoke? See that office instead.

No. Botetourt is where the firm is registered, not somewhere it keeps premises. The nearest office you can walk into is Roanoke, at 2217 Crystal Spring Ave, and we are glad to arrange a time closer to you.

Call 540.574.2508 or use the contact form. We will find a time that works and agree where to meet.

Yes, and we prefer to. We do not provide legal or tax advice. We coordinate with the professionals you already trust so the financial plan and the legal documents line up.