Personal Financial Planning Inc. Email Format

Financial ServicesVirginia, United States0-1 Employees

Personal Financial Planning, Inc. provides individualized financial planning and investment management services. Its client base includes individuals, employer-sponsored retirement plans, trusts and estates, charitable organizations, and small businesses. Services are delivered through client consultations and cover objective setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning, with emphasis on confidentiality and tailored guidance.

The firm operates primarily on a fee-only basis for planning and investment management. As an ancillary service, it offers life and health insurance products in support of the financial plans, with commissions on those products. It is based in Roanoke, Virginia, and was founded in 1984 by Thomas Nasta, ChFC.

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