Colonial River Wealth Management

Well-Planned Financial, LLC is an independent, fee-only registered investment advisory firm based in Staunton, VA, offering comprehensive financial services to clients without a minimum asset requirement. Specializing in Cash Flow and Debt Management, Investment Management, Tax Planning, Education Planning, Retirement Planning, and Estate Planning, they serve as a fiduciary for individuals seeking to secure their financial future. Catering to Gen X and Millennial professionals, Well-Planned Financial provides financial education and coaching services, serving as a trusted ally for those looking to navigate the complexities of personal finance with expert guidance and accountability. With a focus on empowering clients to achieve their financial goals, they emphasize the importance of proper planning and strategic decision-making to realize the American Dream.Generated from the website

At Atlantic Union Bank, we believe people have a right to expect more from the companies they do business with, and you can expect more from us. We offer a variety of banking services and products. Whether you are looking for personal, business or commercial solutions, we have you covered. Stop by our South Augusta, Staunton, VA branch for assistance with any of your banking needs. Federally insured by FDIC and Equal Housing Lender.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Staunton, VA area, Bridgett Beasley will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.