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Roger L. Handy, CPA/PFS, CFP®

Roger L. Handy, PC

1064 Laskin Rd
Suite 25C
Virginia Beach, VA 23451
Phone: (757) 965-7501
Fax: (757) 965-7503

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Household Income Minimum: $50,000
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Buying a Home
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Startup
  • Succession Planning
  • Long-term Care
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.