Mission
Tom Fenn, CFP®, is the sole proprietor of T. Fenn Financial Planning, LLC.
Based in Chapel Hill, NC, we are an hourly fee, financial planning advisor. Our mission is to assist individuals and families in the evaluation and planning for their future and the reduction of risk they face. We specialize in asset allocation, retirement and education savings, trust and estate concerns and insurance needs. As we look at the whole picture with our clients, we do so in a way that will minimize the income tax impact of the decisions that are made.
We do not sell any products and we don’t take any commissions from any company. We are in the business of giving independent financial advice without any conflicts of interest.
We do not want to make decisions for clients; we want to help them to do so. We work with people so that they can make and understand their own financial decisions.
Plan.
