Where to find us
410 Neff Ave, Suite G-14, Harrisonburg, Virginia. Call 540.574.2508.
Harrisonburg, VA
Retirement and estate planning in Harrisonburg
Our second Virginia office, at 410 Neff Ave, Suite G-14 in Harrisonburg, for clients who are closer to the Shenandoah Valley than to Roanoke.
- Address
- 410 Neff Ave, Suite G-14
Harrisonburg, VA - Phone
- 540.574.2508
- Hours
- Monday through Friday, 9:30am to 4:30pm
Evenings and weekends by appointment
Harrisonburg, Virginia office
What working with us in Harrisonburg looks like
Harrisonburg is one of our two staffed offices. Clients are welcome during business hours, Monday through Friday, 9:30am to 4:30pm, and evenings or weekends can be arranged by appointment.
Whether you are still working and running the numbers on when you can stop, or already retired and working out which account to draw from first, this is a place to sit down and talk it through in person.
What we do
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.
Planning for the next chapter, not just the number
Michelle Hayden is a Certified Next Chapter Lifestyle Planner. The four-pillar conversation about purpose, health, relationships, and faith shapes the plans we build.
What we do
Retirement, income, and estate planning
Questions
About the Harrisonburg office
Closer to Roanoke? See that office instead.
410 Neff Ave, Suite G-14, Harrisonburg, Virginia. Call 540.574.2508 to arrange a time.
Monday through Friday, 9:30am to 4:30pm. Evenings and weekends are available by appointment.
Not at all. We coordinate with attorneys, tax professionals, and custodians wherever they are. Where your paperwork lives does not decide where you meet with us.