Financial planner Walter McDaniel, CFP 400 N Center Dr #102, Norfolk, VA 23502

Our Financial Planning Services

At Walter McDaniel, CFP, we offer a range of financial planning services to help you navigate your financial journey:

• Comprehensive Financial Planning
• Retirement Planning
• Investment Management
• Tax Planning Strategies
• Estate Planning

Engagement Process

When you seek our services, here's what you can expect:

1. Initial Consultation: We begin with a complimentary consultation to understand your financial situation and goals.
2. Plan Development: Based on our discussion, we will create a tailored financial plan to address your needs.
3. Implementation: We will guide you through the implementation of strategies in your financial plan.
4. Ongoing Support: We offer continuous support and adjustments as your financial situation evolves.

For your initial consultation, please bring relevant financial documents such as income statements, tax returns, and any current investment information.

FAQ

• What services do you offer? We provide comprehensive financial planning, retirement planning, investment management, tax planning, and estate planning.
• How do I schedule a consultation? You can schedule a consultation by calling us at (757) 747-2900 or visiting our office at 400 N Center Dr #102, Norfolk, VA.
• What should I bring to my first meeting? Bring any documents related to your financial situation, including income statements and investment account details.
• How often should I review my financial plan? We recommend reviewing your financial plan at least annually, or whenever significant life changes occur.
• What is the cost of your services? Our fees vary depending on the services provided. Please contact us for detailed information.
• Can you help with retirement planning? Absolutely! We specialize in developing strategies for a secure retirement based on your individual goals.
• What makes your services different? We focus on personalized financial planning and building long-term relationships with our clients.
• How do I get started? Simply reach out to us via phone or visit our office to begin your financial planning journey.