Fee-Only Financial Planning

Fee-Only Financial Planning Profile and History

We are a mature practice whose primary focus is to provide superior service to our current clients. With this priority, we are able to accept very few new clients into our practice. We believe strongly in the mission of financial literacy. We will meet with prepared individuals as time permits to assist them in identifying resources to aid them in their quest for financial security. When there is mutual benefit, a professional relationship may develop from these no obligation meetings. Our meeting time is limited to those who have completed our Financial Planning Checklist and gathered the listed documents. We make no exceptions to this policy. A lot has changed since we opened our doors back in 1981. This much has not changed: what we do best. We are known for taking the complex and making it simple. Clients of Fee-Only Financial Planning LC are assured of the utmost in professional treatment and personalized attention. We are comprised of two seasoned Certified Financial Planners who capably perform all aspects of client care one on one to ensure both continuity and confidentiality. For complete information on our firm and the services we offer, please click here.