An office you can walk into
2217 Crystal Spring Ave, Roanoke, Virginia. Monday through Friday, 9:30am to 4:30pm, and evenings or weekends by appointment when a working schedule makes that easier.
Roanoke, VA
Retirement and estate planning in Roanoke
Our Crystal Spring Avenue office in Roanoke, Virginia. Clients are welcome during business hours, and evenings and weekends can be arranged by appointment.
- Address
- 2217 Crystal Spring Ave
Roanoke, VA - Phone
- 540.574.2508
- Hours
- Monday through Friday, 9:30am to 4:30pm
Evenings and weekends by appointment
Roanoke, Virginia office
What working with us in Roanoke looks like
We love it when clients visit. A conversation across a table beats a conversation across a portal, and the Roanoke office is set up for exactly that.
The people we work with are, for the most part, retired or close to it, and looking for someone who will treat the plan as a relationship rather than a transaction.
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.
Owners and their exits
Steve holds the Certified Exit Planning Advisor designation, so the question of whether the value in your company can actually come out is one we work on directly.
What we do
Retirement, income, and estate planning
Questions
About the Roanoke office
Closer to Botetourt? See that office instead.
2217 Crystal Spring Ave, Roanoke, Virginia. Call 540.574.2508 and we will help you find it and get a time on the calendar.
No. We also have an office in Harrisonburg, we meet clients in Botetourt and in Myrtle Beach, and we work with clients across the country. If meeting another way is easier for you, tell us and we will arrange it.
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.