Personal Financial Planning Revenue and Competitors

Personal Financial Planning, Inc. was founded in 1984 by Thomas Nasta, ChFC. We are located on Brambleton Avenue in Roanoke, Virginia. Personal Financial Planning, Inc. provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Personal Financial Planning, Inc. is primarily a fee-only financial planning and investment management firm. As an additional service to our clients, we do offer life and health insurance products in the implementation of their financial planning where applicable and the firm would receive a standard commission for the sale of those products. The client is under no obligation to follow these recommendations and is free to purchase these products from another source. Investment advice is an integral part of financial planning. In addition, Personal Financial Planning, Inc. advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. Visit our company website or contact us for more information! http://www.pfplans.com (540)-774-8700