HW "Skip" Weldon, ChFC, CLU

Fee-Only Financial Consulting Practice

Personalized and unbiased advice is the hallmark of my practice. Towards that end, I do not sell products, manage money or receive anything from those who do.

For most clients everything is done in a single session during which your financial situation is reviewed; specific questions are answered; and specific action plans are discussed. That session typically takes around 2 to 2.5 hours and is voice taped for the client. The fee is $145 an hour, payable at the conclusion of the financial consulting session. Partial hours are pro-rated.

Consultations are held in my home office in northeast Columbia, South Carolina. Regular weekday appointments, including Saturday mornings, are available. During weekdays, the first appointment begins as early as 8:30am with the last appointment beginning as late as 2:00pm. Saturday appointments are at 9:00am or 9:30am.

In addition, long distance (telephone) sessions are available to existing clients. For more information contact me via email at hww@ix.netcom.com

Future sessions (“tune-ups”) are available and encouraged. The regular hourly rate applies to those future sessions and there is a one-hour minimum.

To proceed, call me for an appointment at 803-782-1145. During that conversation, we discuss what you need to bring and driving directions will be furnished. This information is also on this website (see below).

Public speaking engagements are offered. A partial list of subjects include investing, retirement planning, 401(k) management and investment allocation, tax reduction, personal finance and estate planning.