Investment Planning

investment advisor roanoke valleyJust Financial Planning, Inc. of Salem, VA, provides investment planning. Our investment philosophy is based on the belief that no one really knows where the stock market, interest rates, or business activity will be a year from now. With this in mind, we design and implement a diversified portfolio based on our client's individual investment goals and objectives.

Each client’s portfolio is designed specifically for them using various asset classes.
We encourage the use of low cost custodians such as Charles Schwab and TD Ameritrade.
No load mutual funds and low cost Exchange Traded Funds (ETF’s) are used regularly.

Clients are best served through various market cycles by holding a well diversified portfolio and rebalancing as necessary. We have been using these strategies successfully since 1986.

TALK TO WALT at 540-389-0300 or 800-664-1811. NO OBLIGATION PHONE CONSULTATION.