Contained in this page, you will find a wealth of information and resources pertaining to managing your finances and other useful links.
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Retirement Resources Calculating your Social Security Benefit Minimum Retirement Plan Distributions (RMDs) Traditional vs. Roth IRAs - which is right for you?
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Investment Resources
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Saving for College Section 529: College Savings Plans Coverdell Education Savings Accounts (ESA) |
Estate Planning |
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.