Hundt Financial Services, Inc., provides financial planning services, as it has since 1973, in order to assist individuals in reaching toward their stated financial goals. Paul soon learned that serious investors are primarily interested in achieving their specified goals, usually including financial independence and often college education of their children, shorter term consumption objectives, and other goals.
Accordingly, each client of Hundt Financial is initially carefully interviewed about their finances and aspirations before any discussion of financial recommendations. After a financial plan is written and explained to the client, implementation can begin and is then completed by Hundt Financial. Hundt Financial has written and updated, when clients' situations change, thousands of plans since 1973.
Accordingly, each client of Hundt Financial is initially carefully interviewed about their finances and aspirations before any discussion of financial recommendations. After a financial plan is written and explained to the client, implementation can begin and is then completed by Hundt Financial. Hundt Financial has written and updated, when clients' situations change, thousands of plans since 1973.
Services
Paul Hundt has more than 30 years of investment management experience. We currently manage over $100,000,000 for more than 300 clients. We currently have four highly qualified people on our support staff, demonstrating our commitment to excellent service to our clients. We have separate administrative and service departments that help oversee the day-to-day management of our clients' accounts.
President Paul Hundt established Hundt Financial Services in 1973, which he has headed ever since. He obtained his CERTIFIED FINANCIAL PLANNER certification in 1978, the second person in Wisconsin to achieve that certification. Throughout his career, Paul has excelled and has often been singled out for recognition and awards in the financial planning field.
At Hundt Financial Services, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry.
In the investment planning process, we begin by focusing on your unique situation and goals, risk tolerance, and income tax considerations. Next, we seek to diversify investment assets into different asset categories. Based upon the amount of retirement income desired, we develop an investment plan that takes into consideration your risk tolerance, inflation, and tax planning needs.
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan. When it comes to the amount of your social security benefits, you have a choice in the matter.
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