HCP Wealth Planning
Financial Services - Jacksonville, Florida, United States
HCP Wealth Planning Employees
HCP Wealth Planning Senior Management
HCP Wealth Planning Details
Our mission is to disrupt the financial services industry with an innovative pricing and service model. Our client experience eliminates the selling of products and removes the conflicts of interest that plague most financial advisory firms. We also understand that real financial planning needs to focus on your entire life, not just your investments. WHAT WE DO:We help people under 60:1) Clarify your true goals and priorities2) Optimize your spending and savings3) Tackle your student loan debt4) Stick to an investment strategy that gives you the best chance of achieving your goals5) Create an adaptable plan that grows with you and provides the answers to all of life's "What Ifs?"WHY WE DO IT: The financial services industry is a broken system designed to help advisors get rich by only serving clients who ALREADY have a lot of wealth. We prefer to help everyday people create a roadmap to achieve financial independence. We do this by charging a flat-dollar fee that isn't based on how much you have to invest.HOW WE DO IT:1) TRUST AND ACCESSIBILITY: We are true fiduciaries, not brokers. This means we must ALWAYS put your best interests first. Our fee-only pricing model has no investment minimums and removes conflicts of interest. So we would love to work with you regardless of your net worth.2) TECHNOLOGY: We leverage technology to make your experience better. Our meetings are conducted online or on the phone. This allows us to meet with you around your busy schedules. All clients get access to a customized digital portal and mobile app so you can easily stay on top of your financial life and track progress towards your goals. 3) COLLABORATION: Our planning process is effective in getting real results because it puts you in the driver's seat. We recognize that while I may have professional expertise, you are the experts on your own life. We combine the two to make the best possible decisions together
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