Prepare for a First Meeting with a Financial Advisor
You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity.
You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity.
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility.
In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it
An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our
Plott and French is a boutique wealth management firm located in Radford, Virginia and serving clients throughout Southwest Virginia and the rest of the country. Our business is focused on a consultative process, working with exceptional clients to deliver comprehensive solutions to all of their wealth management needs.
We use a proven process to enhance and protect our clients’ wealth, transfer it efficiently to future generations, and to help magnify the impact of their charitable giving, if they are so inclined.
Securities and Advisory Services offered through Geneos Wealth Management, Member FINRA/SIPC.