We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice.
We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Our Value System:
1. Partner Centric — we will put the interests of our partners above ourselves and maintain a fiduciary role.
2. Integrity — we humbly accept the trust our partners place in us. We understand the foundation of that trust is our integrity. We do not take this lightly and will do what is legally and morally right.
3. Objectivity — we will maintain objectivity through rational honesty and remaining impartial. This is the manner of professional service our partners demand. Advice is based on rational consideration of your particular situation.
4. Professionalism — we strive to provide partners with dignity and respect and to provide advice in services in which we are competent. If we find we do not have the ability to help you, we will help you find other professionals who may assist you. We are not afraid to say, “I don’t know.” We do not find this to be a weakness, rather, a strength. It is the right thing to do.
Mitchell C. Hockenbury, CFP®
Mitchell has a passion for helping others achieve their financial goals. He has the ability to translate complicated financial and investment strategies into plain English and works with individuals and families to create the plans to meet those goals. He began his career in financial planning while putting himself through college working at an online brokerage firm. Upon earning his undergraduate degree in Finance and Banking, he went to work as an investment adviser. He now holds an MBA and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Mitchell is a career military man first enlisting in the Marine Corps and later being commissioned in the Army as an Infantry Officer. He has multiple combat tours as an Infantry Platoon Leader during the surge of Iraq, and later, as an Infantry Company Commander where he led the last fighting force out of Iraq in December of 2011. He has been awarded numerous medals and badges. During his entire military career, he has worked with hundreds of soldiers to help improve their financial well-being.
The Rest of the Team
We maintain a professional network of Attorneys, Certified Public Accountants, Insurance Experts, Mortgage and Banking Experts, and Charitable Giving Experts. We leverage these individuals to assist in giving you the personalized service you deserve without a high overhead of maintaining them in house.