5 Ways to Incorporate Unexpected Cash in your Financial Plan
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save
When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives
Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety
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
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?
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.