Fee-Only Financial Planning

Who We Are

Fee-Only Financial Planning, LC, has been providing objective financial planning services to clients since 1981. We are a team of passionate professionals with diverse backgrounds and a shared commitment to helping clients achieve financial freedom through personalized guidance. We believe in building lasting relationships with clients based on mutual trust and personalized attention.

Our Values

Our core values guide our interactions with clients and our approach to financial planning:

• Objectivity: We are fee-only planners, meaning we receive compensation only from our clients, ensuring our unwavering independence and objectivity.
• Personalized Planning: We tailor our plans to your unique needs and goals, considering your individual circumstances and aspirations.
• Long-Term Relationships: We prioritize building lasting partnerships that go beyond a transactional approach to financial planning.
• Client-Centered Approach: Your financial well-being is our top priority. We actively listen to your concerns and collaboratively work towards your goals.

What We Do

We offer comprehensive financial planning services encompassing various aspects of your financial life, including:

• Retirement planning: Defining risk tolerance, maximizing contributions, and creating a sustainable retirement income plan.
• Investment planning: Developing a diversified portfolio aligned with your goals and risk tolerance.
• Tax planning: Identifying tax optimization strategies and maximizing deductions and credits.
• Insurance planning: Reviewing your coverage needs and ensuring proper protection against potential risks.
• Estate planning: Creating a comprehensive estate plan that aligns with your financial and personal goals.

Our Team

Our experienced team comprises:

• Andrew M. Hudick: Founder and Managing Member, with over 40 years of experience in financial planning.
• Eden Bowen: CFP Partner and Financial Planner, specializing in client relationships and financial planning.
• Anne M. Hudick: CFP Chief Compliance Officer, overseeing compliance and financial operations.

Our Commitment

At Fee-Only Financial Planning, we are dedicated to providing exceptional client experiences through:

• Personalized attention: We take the time to understand your unique goals and financial situation.
• Open communication: We provide regular updates and clear explanations throughout the planning process.
• Accessible support: We are committed to answering your questions and addressing your concerns.

Let's Work Together

If you seek personalized, objective financial guidance from experienced professionals, contact us today to schedule a consultation.