Plan first. Live better.
Fee-Only Financial Planning and Advice for Everyday Life.
Welcome to Pierce Financial Planning, Inc.
We offer financial planning services on an hourly, as-needed basis. This allows our clients flexibility and control in the financial planning process. Clients may engage our services on a regular recurring basis or on an as-needed basis. This structure ensures that the client is always in control of their service and their costs at Pierce Financial Planning, Inc.
Also, since we are a fee-only planning firm, no fees are derived from product sales or commissions. The client receives truly objective advice. Only 1% of the nation's financial planning firms are structured in this fee-only, hourly manner.
Our Mission is simple: to provide timely, affordable, objective financial advice to anyone who needs or desires it.
Our Philosophy is embedded in everything we do: Our job is to sit down with clients and help them to figure out how to have a better life by helping them make better decisions related to their financial affairs.
Who can benefit from our services?
- Young couples and individuals who are just starting to build their financial futures;
- Middle-aged couples or individuals who are concerned about their retirement future;
- Individuals who have received financial advice and desire a second opinion;
- Do-it-yourselfers who want help with more complex financial issues;
- Middle-income individuals who may have been turned away by traditional financial planning firms because of their level of income or assets;
- Individuals from all walks of life, regardless of their level of income or net worth, who seek an honest, objective solution to their financial concerns.