Our services
Financial Planning
Retirement Analysis, 401K, IRA Rollovers, CD’s, 403(b), 457 tax deferred savings plans reduces current W-2 earnings. We can review your portfolio and work with you to secure your financial future!
Retirement Options
Assistance determining the best possible road to retirement! To plop or not to plop? Am I saving enough? How best to provide for my spouse? How do I buy back years of VRS service credit? How can I retire on 100% of my working income? When can I afford to stop working?
Tax Preparation
Tax preparation for Individuals and Businesses are one more of the major services we provide to our customers. We look forward to meeting with you each year and assisting you with your tax filing.
What else we provide?
Business Accounting & Payroll
Business accounting and payroll preparation are other services we provide to our clients.
We look forward to meeting with you each year and assisting you with your tax filing.
Debt Analysis
Debt Analysis and reduction strategies.
Long Term Care
Are you searching for information regarding long-term care needs? We can help you, contact us today!
Do you want to…
Take some time and meet our Employees?
...or maybe see some Facts about us?
About Us
Welcome to Schoppmeyer Financial! Thank you for visiting us online today! We are located at 207 N Court Avenue in downtown Covington, Virginia and have been serving the wonderful residents of the Alleghany Highlands area and beyond for approximately 30 years. Our new name, Schoppmeyer Financial, reflects the comprehensive services you have always received from me at the former Schoppmeyer Accounting and from Larry at the former Schoppmeyer Insurance Services. Kim and I look forward to assisting you with your financial needs. Thank you for your continued business!
Sincerely,
Lisa H Schoppmeyer, President
Our team
What our clients say
As a retired educator, I want to thank you and Larry for everything you did for me. I have the best retirement ever with my pension, social security, and annuities. I substitute teach sometimes, and I LOVE my retirement. I owe it all to you! Thank you so much!
It is such a relief having you prepare my taxes! They are professionally prepared, and I do not have to worry during tax time ever again!
It is so nice to have someone local that can assist us with questions surrounding our tax sheltered annuities through the educational system. You make this process much easier for us!
Latest news
Office Hours Update
The office of Schoppmeyer Financial is open Monday – Thursday from 9 am to 4 pm. If you need to speak with […]
Electronic Newsletter
In order to better serve my clients, I have started sending monthly electronic newsletters. If you are interested in receiving my newsletter, CONTACT […]
Pre-Retirement Meeting
VRS pre-retirement meetings were held earlier this year. If you have questions, please contact me. I look forward to meeting with you […]