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Retirement Planning

A Virginia Retirement Planning Advisory Service

HSC Wealth Advisors provides sound retirement investment advice in Lynchburg and beyond using a client-centered, fiduciary approach that assures the best interests of our clients are kept first in mind. Unlike other brokerages that employ product-focused sales tactics, the team at HSC Wealth Advisors is an independent, fee-only Lynchburg retirement planning service that addresses your comprehensive financial goals.

Our Mission and Philosophy

As the premier 401k and IRA financial advisory service near Lynchburg, VA, the mission of HSC Wealth Advisors is to build a fiduciary relationship that will set and achieve your retirement goals through astute management of your financial resources. Our financial advisors specialize in 401k advice that is personalized for your specific needs, future direction and peace of mind. With HSC Wealth Advisors, our 401k advice will build the foundation of a legacy that can last for decades to come.

We also believe your retirement investment shouldn’t keep you up at night. Our 401k and IRA advisors near Lynchburg will help you diversify your retirement portfolio with no-load, no-transaction-fee mutual funds so you can stay comfortable, even during the most volatile market conditions. Our loyal clients have told us over our 30-year history that we help them manage the ups and downs of investing while preserving principle and gains — with less stress and less risk. With HSC Wealth Advisors, our IRA advisors will advise you proactively, not reactively with your 401k and retirement planning.

The Fiduciary and Suitability Standards

The difference between the suitability standard and the fiduciary responsibility is the philosophy that separates HSC Wealth Advisors from standard brokerage firms. While brokerage firms often focus on products that increase personal commissions while meeting a client suitability standard, this can create a conflict of interest when the investment vehicle is not the most cost-effective solution for the client.

Our independent, fee-only fiduciary approach keeps the interests of the client in front of the demands of product sponsors. HSC Wealth Advisors clients trust us to always do what is right by them and not anyone else.

Retirement and Tax Planning Services in Lynchburg, VA

Sound retirement planning advice always takes tax considerations into account, and the financial planners at HSC Wealth Advisors provide our clients with tax-efficient investments that help them maximize their future income. We also partner with Lynchburg-area tax and legal professionals who provide specialized, in-depth advice for a range of issues.

The HSC Wealth Advisory Team

The credentials of our retirement advisory planners are impressive and includes CERTIFIED FINANCIAL PLANNERS™, Accredited Investment Fiduciaries®, a Certified Public Accountant, and a partner, who has earned the right to use the Chartered Financial Analyst (CFA) designation. This means HSC Wealth Advisors is well-positioned to provide our clients with comprehensive wealth management, tax and estate planning, education planning, insurance analysis, and charitable giving advice in addition to retirement planning services.

At HSC Wealth Advisors, we put the interests of our clients before anything else. Let’s work together to create a lasting retirement legacy that will sustain your family for generations to come.