Fee-Only Financial Planning, LC
Objective Advice Since 1981
Fee-Only Financial Planning, LC
Objective Advice Since 1981
Fee-Only Financial Planning, LC is built upon the pillars of simplicity, transparency and advocacy.
Our name says it all. Since inception, we have been proud to provide our clients with objective advice in support of their financial freedom. Our unique approach is highly personalized to each client, recognizing that meaningful financial counsel cannot be automated or generated from a template. Our goal is to build a lasting alliance with our clients in all stages of life by optimizing available resources to accomplish important financial goals.
FEE-ONLY FAMILY
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Financial Freedom Starts Here
Building Your Nest Egg
The term “nest egg” comes from the practice of leaving a fake egg in a nest to encourage hens to lay. Many believe by focusing on investments alone, “the fake egg,” we can achieve financial security. We are grounded in the philosophy that an investment portfolio cannot be successful without an integrated financial plan, and for that reason we do not segment our services.
Our foundational approach considers all relevant pieces of your financial story to create a nest egg that can support you today and allow you to thrive far into the future.
Goals
Cashflow
Taxes
Insurance
Estate
Retirement
Investments
"We like to think of ourselves as tried and true. Slow and steady. We aren’t market timers, day traders or wizards. We aren’t interested in complicated strategies or outsmarting anyone. We take the long view and are drawn to clients who share our mindset. We are relationship people and generally only accept client engagements we anticipate will endure."
If this resonates, let's talk.
From Our Family to Yours
We have always drawn inspiration from the birds’ nest, first collected on our Virginia farm. Why? A bird will shape a nest unique to its family’s needs, using whatever is available from its environment. We’ve discovered them fashioned from our horse’s hair, twigs, grass and hay. Here in the Lowcountry, Spanish moss and pine straw are favored materials. We take a similar approach to financial planning, respecting each client’s individual needs and resources.
Whether you are a business owner or newly employed, first-time saver or the recipient of an inheritance, working toward or considering retirement, we can help you create a strong nest egg.
The key to a successful financial plan is utilizing what’s available from your past and present to build a secure future.
Thirty-Five Great Ideas: Timeless Advice for Financial Success
Our book Thirty-Five Great Ideas: Timeless Advice for Financial Success is available to order on Amazon in paperback, Kindle e-book or Audible audiobook.
A collection of articles written over the course of thirty-five years, these ageless concepts will empower you to elevate your knowledge of the principles necessary to master financial freedom. Author and firm founder, Andrew Hudick, has provided financial counsel to thousands of families and small businesses since founding Fee-Only Financial Planning, L.C. in 1981 in the foothills of the Blue Ridge Mountains. A prolific contributor to many regional publications, his timeless, common-sense articles form the basis for this book, published in 2016 to commemorate his thirty-five years in practice.
by fofp, lc founding member, Andrew Hudick
Looking for a Place to Start?
Whether you’re ready to begin a personal engagement with our firm or simply looking to better understand our financial philosophy, our book is the perfect supplement to your financial journey.
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