Existing customer? Sign in
© 2023 Wealthtender, Inc. All rights reserved.
Flat Fee Financial Planner For People Who Want To Make Work Optional Before 65
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
Flat Fee Financial Planner For People Who Want To Make Work Optional Before 65
437 Pablo Point Dr, Jacksonville, FL 32225, USA
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Kevin has been an extremely value resource for our family. Apart from his second-to-none knowledge about financial planning, he is just a great guy. Throughout our process with him, we was extremely responsive, respectful to our goals, and willing to answer any questions that we had for him (even if they were “novice” in nature). It’s very clear that he’s in this business to serve others, and he quickly became a trusted partner to us. We are very happy we decided to contact him, and would have zero reservations referring him to our closest friends and family.
He has a knack for working with families, as he is a family man himself. My wife and I are far more confident and comfortable with our finances after working with him. Since we have completed our sessions with him, we now feel like we can “take the wheel” ourselves. We were blown away with his service. He made the process so easy, and did most of the heavy lifting himself.
Can’t say enough about how much we appreciate Kevin’s input, perspective, and guidance. He is incredibly knowledgeable in the financial planning space and works hard to provide a comprehensive assessment of the inputs needed to make informed decisions. When we had a major decision to make on a short timeline, Kevin was incredibly flexible in adjusting his schedule to ensure we had the right inputs to help guide us. We highly recommend HCP Wealth Planning to those looking to secure a comfortable retirement or make sound financial decisions!
My wife and I engaged Kevin’s services in the winter of 2022. I thought I had a good grip on our finances until we met him. He was able to use visual aids to explain our current situation and what levers we can pull to alter our path. He shed light on some strategies that helped us make considerations on our financial future and encouraged me to step outside my comfort zone to consider ways to optimize my finances.
I’m thankful that he wasn’t afraid to have tough, yet enlightening, conversations to help give us a full picture of our strategy going forward. Be prepared to have open and honest conversations about spending, saving and retirement.
I would recommend Kevin to anyone who is serious about taking measurable steps forward in their retirement journey, and aren’t afraid of doing a little work in the process. Kevin is competent, patient, focused, and a deep thinker. He changed our lives for the better.
I started working with HCP Wealth Planning as a project based customer, meaning we paid a one time flat fee for a comprehensive analysis and plan of all our financial goals. I found Kevin through a referral made to my friend and I’m so grateful that he shared this information with me. I didn’t know Project based planners exist, and this is a phenomenal service for a flat fee. Unlike percent based or annual fee based planners, Kevin is incentivized to provide the best service and prop you up so that you’re self sufficient.
Working with Kevin is easy, not only is he extremely responsive by email, he has made himself available to meet on weekends and after work hours. He uses an electronic platform which allows you to easily visualize your financial plan, and see how your projections improve or change based on your selected changes to salary, expenses, market performance, etc. Kevin is also incredibly thorough and its worth all the information he requires you to dig up. He is also able to create multiple scenarios based on what your approach might be.
Whether you are financially savvy or a novice, having an expert set of eyes look at your current finances has a lot of potential for revealing possibilities you might be unaware of or not considered.
I was on the hunt for a financial advisor to find out if my husband and I can afford retirement. I sat down with various types of financial advisors, some even connected with the bald guy, and all of them are only interested in two things: the size of our portfolio (one of them requires a $1M portfolio), and all of them work using the AUM model, who gets paid based on the size of your portfolio, whether it earns or not.
We went with Kevin of HCP Wealth Planning and we’re so glad we did. Here’s what we got working with him:
1. He is a flat-fee financial advisor, meaning it doesn’t matter what the size of your portfolio is.
2. Great communication via email and virtual meetings. No question was left unanswered.
3. Clarity of our financial picture. We found our biggest money drain.
4. He will make you work by making you visualize and plan what you want to do from here on out, up to the time you retire, and during retirement.
5. His financial software and the cash flow analysis allowed us to see our net worth, and gave us the picture of our spending plan now and during retirement.
6. A withdrawal plan that will put more money in your pocket.
7. Various appointment schedules that will work with your work schedule.
8. Financial literacy. There are no stupid questions when it comes to your hard-earned money, and he answered them all patiently.
9. Peace of mind knowing that we can retire earlier than 65, even pay for health care coverage outside of our employment before Medicare kicks in, even long-term care services.
10. He is not a pushy salesman who makes you buy other financial stuff. He will not make you put your money into an IRA that other financial planners want you to do so they dip into your money (the AUM model).
I can go on and on. If you are looking for a financial planner who has your best interest at heart, you will not regret getting his services.
Kevin has been great to work with. If you are looking for a fee only advisor check him out.
I would highly recommend Kevin and have referred others to him for financial planning and advice. He is very thorough and makes recommendations based on his expertise but is also willing to be flexible based on my personal situation. Because of Kevin’s guidance, I feel confident in my financial future and have the tools needed to monitor my progress.
I would highly recommend and refer anybody to Kevin. He is very thorough. He educates and most importantly takes time to listen and understand your priorities.
Retirement is a big, complex decision. Kevin helps you understand and gives you a roadmap. There is not a single question he could not answer.
I really like the flat rate pricing and the ability to access my data even after our evaluation period ended. These are features you don’t get from others.
Kevin has both great knowledge and manner in offering financial planning advice. He showed interest in getting to know our family, understanding our goals, and expresses genuine care as he gives valuable, concrete financial advice. Kevin also has a good awareness about resources, such as budgeting, life insurance, and scholarships. I would absolutely recommend him.
We where delighted to have Kevin’s assistance and expertise in helping us work through finances with our international readjustment, college and retirement plans. Kevin took time to get to know us as a family, asking great questions, and was very warm and easy to be with. He responded quickly to any needs we had and was extremely helpful in guiding us with a great plan for the future. We would highly recommend Kevin’s work!
Kevin was an absolute pleasure to work with he is a knowledgeable financial advisor and cares about his clients.
As a registered nurse I’m fortunate to have good income and knew I needed help to make my money work for me other than just saving it. I did a ton of research on financial advisors and found Kevin through an article on a nursing website, this was important to me as he had experience working with other medical professionals.
Kevin helped me gain an invaluable amount of knowledge on my personal finances and helped me set up many accounts such as IRAs, HYSA, and brokerage accounts.
I can’t say enough good things about Kevin. He is a down to earth guy which makes this process way easier. Communication is key and Kevin excels in this and answered every single question I had.
I would 100 percent recommend working with Kevin.
My fiancé and I were in desperate need of financial advice. Like most medical professionals and recent graduates, we were going through a unique transitional period with our finances. We reached out to several financial planners with hopes of finding someone to guide us towards the best possible financial outcome. Thankfully, we found Kevin. B at HCP Wealth Planning. I can honestly say that Kevin was everything we were looking for in a financial planner.
He had clear communication skills and the ability to deliver information in a manner that was easily understood. He helped us create a comprehensive plan for tackling our student loan debt, saving for our wedding/ honeymoon, new home, retirement, investments, etc. We were able to create a spending plan in the HCP financial portal that’s both realistic for our current needs as well as planning and saving for our future. We are pleased with our decision to work with Kevin and would highly recommend him.
I worked with Kevin on a flat-fee basis to put together a comprehensive financial plan. He was a pleasure to work with and he taught me way more than I was expecting. It’s clear he cares about his clients and is very knowledgeable.
He ensured that all of my questions were answered and that I understood all of his advice clearly before ending any of our meetings. He also put in extra effort to model many “what-if” scenarios so that I could see how that impacted my financial goals.
I highly recommend Kevin to anyone looking for a financial advisor. Unlike some other advisors that I considered, he does not pressure you to purchase any additional services or have him manage your money.
I worked with HCP Wealth Planning as a “by the gig” customer, meaning we paid a one time flat fee for a comprehensive analysis of all our financial goals, and the design of a financial plan to achieve them. Kevin is very responsive by email, and is available to meet on weekends and after work hours. In addition, Kevin’s approach to financial planning revolved around encouraging us to identify all our financial goals, no matter how crazy they seemed, and helped us realize those goals were not as crazy after all if you can stick to a simple saving plan and keep your cash flows under control. Kevin uses an intuitive electronic platform which allows you to easily visualize your financial plan, and see how your “chance of success” improve or decrease based on changes to salary, expenses, market performance, etc.
I wholeheartedly recommend working with Kevin, even if you’re already financially savvy; having an expert set of eyes look at your current finances will reveal a lot of possibilities you may have not considered.
Worked with Kevin for a “by the gig” review of our finances. We had several goals and points of clarity which were all answered. The electronic platform is easy to use. Kevin was responsive and had flexible hours to meet our schedule.
Kevin is not just one of the best financial advisors I’ve ever worked with, he’s one of the best professionals I’ve ever worked with.
He’s extremely knowledgeable, kind, flexible and honestly a joy to work with. He went above and beyond in terms of collecting data to help us make the right decisions as we prepare to buy our next house and I find myself looking for opportunities to recommend him to my friends.
If you’re looking for a financial advisor, definitely get in touch with Kevin.
Kevin with HCP Wealth Planning was an absolute pleasure to work with. We came in with a fairly complex situation with a lot of moving pieces to put together a financial plan for retirement. Kevin did a terrific job of organizing all of our information and building out all of the different scenarios we wanted to model. The software he uses is top-notch, and we came away with a solid retirement plan with all of our variables rolled in.
HCP Wealth Planning is great! I thought I had a decent understanding of my finances, and Kevin blew me away with his knowledge and specific insights for my family’s needs. My wife recently stopped working to stay home with our young son, and we engaged HCP to help us review our finances and create a budget and savings plan. I couldn’t be happier. Kevin not only helped us create a budget, he also recommended we consider a few other planning areas(will, college savings, life insurance, etc.) we should be considering. Kevin/HCP genuinely care about their customers and want to help them make great planning decisions.
I would absolutely recommend HCP Wealth Planning. Kevin is wonderful to work with. He takes the time to understand your financial goals and then uses his expertise to help guide you in the right direction to make those goals a reality. Kevin makes it easy to understand and walks you through step-by-step. In addition to Kevin’s wealth of knowledge, you gain access to his exceptional planning software. All around an amazing experience working with HCP Wealth Planning, and I would highly recommend.
I appreciate that Kevin took the time to really understand my financial goals before jumping into planning. I also like that he focused on much more than just my investments, but also made sure we had a good understanding of my cash flow. That way he could help me figure out exactly how much I should be putting towards various goals and expenses. Getting all of my accounts linked up in one place and being able to track everything was very helpful. It saved timed downloading all my financial documents and sending them to him. If you are looking for a financial advisor who clearly cares about his clients and doesn’t try to sell you something; I recommend working with HCP Wealth Planning.
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2023 Wealthtender, Inc.
Leave a Reply