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Petersburg Financial Planners

Finding credentialed Petersburg financial planners has never been more convenient. You can request information from a network of the leading Virginia money planners online in the secure, confidential atmosphere of your home using your personal computer. Within a very short time, you can get the details you need to start working towards your financial goals with the help of qualified retirement or investment planners.

Once known as a center of tobacco growing in Virginia, Petersburg now focuses its economy on manufacturing and the pharmaceutical industry. The city has devoted a lot of time and financial resources to the restoration of its historic neighborhoods, so that residents can experience the benefits of their cultural heritage. VA families can reach their professional, educational and personal milestones more quickly with the help of a Petersburg financial planner.

Emergency Planning for Families

The city of Petersburg is considered to be a secure, comfortable place to raise a family. However, even the safest cities in the US aren't immune to natural disasters, criminal activity or other unplanned incidents. When you're preparing for your family's future, consider protecting your loved ones' stability with the help of a Petersburg financial planner. Certified Petersburg financial planners have expertise in portfolio development, emergency financial planning and insurance. All of these strategies can stabilize your finances while maximizing the growth of your income.

Whether you're employed by one of the major companies in Petersburg, run your own large business or work as an independent contractor, you will probably be faced with a temporary loss of income at some point in your career. Even in the most secure positions, Petersburg employees may be laid off during an economic downturn. A serious accident or a major illness may interrupt your professional plans, requiring you to take time off for an extended recovery. Petersburg financial planners help you prepare for these potentially devastating emergencies.

VA planners specialize in developing multifaceted financial plans that reinforce their clients' security. Along with starting a savings account to cover financial emergencies like unexpected car repairs or medical bills, you can work with a Petersburg financial planner to expand your investment options. Talk with certified financial planners about accounts that are relatively easy to access in the event of a family crisis. For instance, you may qualify for early distributions from a Roth IRA if you have unreimbursed medical bills that consume a certain percentage of your income.

Insurance is a vital component of any Virginia family's emergency plan. Although no parent likes to contemplate the possibility of dying before his or her children grow up, preparing for this contingency is a necessity. A Petersburg financial planner can help you choose a life insurance policy that will provide maximum value to your family in the event of your untimely death. Certified planners also have an extensive knowledge of health and long term care insurance. Talk with several planners to find a financial advisor whose expertise matches your goals.

Retirement Versus College Savings

While saving money for retirement is a key concern for many Petersburg professionals, saving for your children's college education is also an important goal. Many working parents find themselves torn between the need to plan for their own future and set aside funds for their children's education. As the costs of university tuition rise, saving money for college has become more important than ever. Many parents are anxious to help their kids avoid starting their careers with hundreds of thousands of student loan debt.

A Petersburg financial planner may advise you to focus on your own retirement goals as your first priority. While it's possible for college students to qualify for federal grants, scholarships or work study programs, their parents must rely only on themselves to save an adequate income for the future. You can balance your need to save for your own future with your desire to help your children by opening a 529 Education Savings Plan.

529 plans are offered by the states to allow parents to save money in a tax advantaged account for their children's education. To help families cope with rising university costs, 529 plans let you save for the future costs of your kids' tuition. When your children are ready to enroll, the funds you've saved should reflect the cost of tuition at the time they begin their studies. 529 plans may be applied to your kids' college expenses even if he or she chooses a state school outside of VA.

Petersburg financial planners provide valuable guidance to families in this hard working city. Whether your goal is to buy a house, run your own company or save for a secure retirement, a Petersburg advisor can help you reach these goals. Take advantage of the online tools at your fingertips to find a reliable professional who can help you hit your most important targets.

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Financial Planners in Petersburg

Daniel R. Hill, CFP, AIF
Daniel R. Hill, CFP, AIF
10800 Midlothian Turnpike
Suite 154
Richmond, VA 23235

Matthew Preddy
Matthew Preddy
200 Westgate Pkwy
Suite 202
Henrico, VA 23233

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.