HFP is a Fee-Only practice designed to bring simple, low cost, with no minimum assets requirements, financial advice to everyone. The motto: Plan, Adjust and Relax are the keys to an effective financial future. Interested in a simple, low cost, fiduciary only, approach to financial planning? Would you like a second opinion, help with retirement planning, help with investment allocations or assistance in implementing and managing your day-to-day financial affairs? Helping you achieve your financial dreams is our goal. We can help by providing independent financial advice in a manner that is direct, simple and transparent. We will develop a custom financial plan based on your goals and objectives. In addition, we offer an investment plan that will detail investments needed to help meet your goals. All of our services are Fee-Only and we require no minimum assets or long-term contracts. We will never earn any commissions or referral fees – our only income is the hourly rate. In addition, we offer a 100% Satisfaction Guarantee – if you are not satisfied with the service received then you simple don’t owe us anything.
Real time planning sessions are two hours long and can be either in person or remote. For a fixed low price you will receive a detailed financial plan with action steps.
Call or click today for a complimentary, get acquainted meeting. Then we can begin the planning process to help you achieve your financial goals.