HCP Wealth Planning
HCP Wealth Planning is an independent flat fee-only financial planning firm that is dedicated to providing custom, fiduciary advice. No product sales or hidden agenda. Simple, Flat fees that don't increase just because your portfolio does. We offer two unique service models: Our "Unlimited Plan" is designed for people over 50. They want to partner with a CFP who will guide them to and through retirement by providing comprehensive planning, investment management, and tax planning, all for one simple flat fee. Our "By the Gig" Plan is designed for young professionals who need help organizing their finances and seek custom advice on a few specific topics without the need for the ongoing investment management of a large portfolio. 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?
- Schedule a complimentary chat so we can learn more about each other and see if we are a good fit.
- Or check out our website to get all the details and pricing
Want to improve your financial literacy on your own? Sign up for our FREE HCP Wealth Foundations E-Course.