COMPREHENSIVE PERSONAL FINANCIAL PLANNING
A "FEE-ONLY' PRACTICE

WELCOME TO OUR WEBSITE!

 

Home

Introduction
to the Company

Why a
"Fee-Only" Practice?

FAQ
about Ofps

Principles of
Wealth Accumulation

Choosing
a Financial Planner

Truth and Fiction
about Wealth

The mission of Oconee Financial Planning Services LLC is to provide its clients with independent, unbiased, and cost effective recommendations to meet clients' personal finance needs. We welcome clients at all levels of wealth and income and look forward to serving them.

Please make yourself at home on our website. The Introduction to the Company section gives general information about the services we provide. The Why a Fee-Based Practice section is a frank discussion of how financial planners are compensated and how this can influence your financial plan. The FAQ about Ofps section covers a wide range of information about financial planning and how we go about working with clients. The Principles of Wealth Accumulation section develops in detail the investment philosophy of the company in a very readable fashion. In the Choosing a Financial Planner section you'll find four criteria explained to help you make this kind of decision. And finally, the Truth and Fiction about Wealth section debunks several myths about personal finance while presenting our own philosophy of living and investing.

For further information, please contact us at:

Oconee Financial Planning Services LLC
22 Running Bear Ridge Road
Blue Ridge, GA 30513
404-374-3048
edwolpert@gmail.com

 


 

Copyright © 2015-16
Oconee Financial Planning Services LLC.
All Rights Reserved.