Financial Planning

Personal Financial Planning

We offer personal attention to help you reach your long-term financial goals by designing a plan specific to your needs and we are highly skilled at advising clients regarding their financial aspirations. We can assist our clients in articulating their actual goals and help them to find the best path towards realizing them.

Building flexibility, growing wealth, and creating long-term financial freedom can be daunting prospects if you do not have professional support. But with the right planning and advice, you may be able to provide for not only your own future, but the future of your loved ones as well. Whether your focus is on your retirement, insurance in case of an unplanned disability or death, savings to provide for your children’s education, maximizing the value of your estate, or simply making wise investments with a general growth goal, we are ready to assist you.

We provide guidance in a variety of areas including:

  • Establishing a personal/family budget
  • Retirement Planning
  • College Savings
  • Providing financial direction and support during difficult life situations such as divorce or the death of a loved one
  • Protecting your family in case of your disability or death by assessing your life, disability, health, home, and auto insurance coverage as well as your emergency fund. We will also examine your investment beneficiaries as well as your will/various legal documents and provide guidance.



Matthew T. Head and Head & Associates are proud to serve throughout Central Virginia including Mechanicsville, Hanover, Henrico, New Kent, King William and the greater Richmond area.
Income Tax Preparation and Planning for Individuals and Businesses • Small Business Accounting • Personal Financial Planning • CFO Services • Elder Care Financial Services and Support