Ross & Mary Hunt, Inc. is defined by independence, objectivity, experience, and our distinctive holistic values-based approach to our fiduciary relationship with you. You won't experience the hard sell here. Instead, our job is to evaluate your current financial situation, discuss your financial goals with you, and create a path designed to help pursue those goals, making use of appropriate financial strategies.
We value our independence. Our practical approach to problem- solving is not based on what products we can sell, rather on objective and disciplined tools and techniques that are tailored specifically to your individual fact pattern, through our fiduciary relationship with you. What does "fiduciary" mean, you ask?
We value our independence. Our practical approach to problem- solving is not based on what products we can sell, rather on objective and disciplined tools and techniques that are tailored specifically to your individual fact pattern, through our fiduciary relationship with you. What does "fiduciary" mean, you ask?
Services
Ross Hunt, CFP was born in Anaheim, CA but was raised in Central Ohio; he graduated from Miami University (Oxford, Ohio) in 1981. In addition to graduate work in finance and marketing at The Ohio State University, he attended and graduated from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER (CFP) designation in 1986, which makes his relationships with our clients an all-important fiduciary one.
Immediately Pre-Retirement - The five years prior to retirement is a time full of difficult decisions. Widow(er) or Divorcee - Often when a spouse dies or a divorce occurs, someone is faced with issues they've never dealt with or even thought about. When my spouse passed, he/she had IRAs and retirement plans; is there any best way to take those monies (other than one lump sum) to benefit me or our heirs?.
We are currently accepting new clients, and we build our relationships upon a commitment to listening to and understanding our clients' financial needs and personal concerns. This listening phase is critical to the potential success of any financial process. After we agree on the client's goals, we create an individualized financial strategy using our comprehensive Values-Based Financial process.
If you are seeking to establish a new relationship with a Certified Financial Planner Practitioner, I hope you have found that the information on our site is relevant and helpful to you. I want you to know how much we value the relationships we have with our current clients and the relationships we have yet to begin with future clients.
For many people their retirement accounts such as 401(k)'s, 403(b)'s, and IRA's are their single largest source of retirement savings, and often their largest asset. There are major tax advantages that can potentially allow people with IRA's to create tax-deferred and even tax-free wealth for themselves and their families, but these may be unknown and not commonly utilized by financial advisors and consumers.
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