HCP Wealth Planning

We help people who are under 60 retire early and stay retired. You will be empowered to save and invest smarter, optimize current and future income, and minimize taxes. By conducting meetings virtually (though we are always happy to meet in person for a coffee or drink) we are able to keep our operating costs low and pass those savings on to you. We are one of the rare firms that charge a flat-dollar fee instead of charging you based on how much you invest. When you partner with us, you get access to a dedicated experienced, fiduciary CFP® who only works with no more than 40 clients at a time (much lower than the industry average). So you can be confident you will receive the personalized attention your financial well-being deserves. We are located in Jacksonville, FL but we work with clients nationwide through online meetings, phone, email, and text messages.

Not quite sure if you are ready to hire an advisor? 

Want to improve your financial literacy on your own?  Sign up for our FREE HCP Wealth Foundations E-Course.

Submit

Advisors at this Office

Submit

This Office

2008 Florida Blvd Neptune Beach, FL 32266-1512 Phone: (904) 419-3784

Primary Office

2008 Florida Blvd Neptune Beach, FL 32266-1512 Phone: (904) 419-3784