WHAT WE DO | Overview

Call Handford Financial Strategies for Customized Financial Planning To Meet Your Retirement Objectives

At Handford Financial Strategies in Warrenton, VA, we concentrate on doing the best for our clients family, retirement and future. We believe retirement is a process, not a product. Our clients are smart and ambitious; they are corporate executives and government employees. They’ve made it to retirement and have prepared themselves well. They want autonomy, guidance, communication, and reassurance. But the advice needed to process successfully through retirement isn’t always easy or readily available. 

As your personal financial planner, we help answer the questions that reduce stress and anxiety so you can approach retirement and feel confident about the decisions you have made. We are your personal financial advisors and we work with you to determine how your investments will be allocated. We advise you about the tax implications of withdrawal, present strategies for social security and help provide guidance so you can live comfortably in retirement while preserving the estate for the next generation. Helping you to navigate a clear path to retirement is our purpose. We have help steered numerous individuals into and through retirement. We have help addressed the uncertainty that keeps retirees up at night and shed light on the issues not yet considered.  With Handford Financial Strategies our goal is to make the transition into retirement seamless. 

With 30 years of experience in financial planning and retirement and income planning, our financial planning firm has developed relationships with professionals in the field, such as CPAs and attorneys. Handford Financial Strategies is one of the only truly financial planning firms in the affluent, small-town of Warrenton, Virginia. We are partnered with Commonwealth Financial Network®, a broker/dealer of more than 800 employees specializing in account services, investment research, retirement planning, insurance assessment, and legacy design, all ready to assist us. 

As an independently owned business, our viewpoint is objective and our focus is on our clients only. We are in the business of building meaningful relationships for those reaching or in retirement. Several of our clients are long-standing (more than two decades) and the bond is strong, so much so that our new clients are almost exclusively referred to us from existing clients.

Those entering retirement are faced with numerous life-changing decisions, some of which may be irreversible. Many individuals don't have the time or knowledge to make these decisions on their own. Through our comprehensive Retirement Readiness Program, we have helped in making smart financial decisions and in avoiding costly mistakes. We have aided clients in solving countless decisions about tax, estate, and legacy planning. We understand that a decision for one may be different for another.

We continually review your personally designed, comprehensive plan. Even the most thoroughly crafted plans can derail in our ever-changing lives. We combine careful preparation, market awareness, and new technology to maximize long-term financial success. We aggressively incorporate new tools and systems, attend seminars on new developments, conduct market research, and seek input from a network of experts, including attorneys and accountants.

Our goal is to release you from worry. We are experts in the field with a patented process and a long list of satisfied clients. Working with Handford Financial Strategies is like getting together with a friend of the family – an experience low in stress and high in caring and support.

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