There are a lot of exciting things happening in Norfolk. It’s always had a history of attracting people to live in its eclectic and historic neighborhoods, but there’s an even larger focus now to attract new generations to live and shop locally. It’s home to Naval Station Norfolk, so it’s convenient to military families, but it’s also full of art, history, restaurants, and entertainment venue.
Whether you’re here on temporary assignment or thinking of moving here permanently to live out your golden years, let us help you create a unique and individualized financial plan to make your dreams come true. We’re not talking about an off-the-shelf plan that fits people in your “demographic.” We take the time to get to know you, find out what your true interests are, and work with you to set achievable goals—one neighbor to another.
Giving Back to our Community
Run Walk for the Kids
Our team took part in the 2019 CHKD Run Walk for the Kids! It is a fantastic family event that provides such great support to the children and their families in the Norfolk community.
Financial Plans can be customized according to your specific priorities and life circumstances. For example, you may want to focus on funding the education of your five kids, or on working towards purchasing your own house, or retiring early by age forty.
There is an old saying that “if you don’t know where you are going, any road will get you there.” Putting a plan to paper greatly increases your odds of achieving your financial goals, no matter what they are.