Hundman Wealth Planning focuses its practice on reducing their client's taxes, protecting their retirement income, and maximizing wealth transfer to their heirs. At Hundman Wealth Planning, we start with one simple question: what is important to you? Our mission is to understand your needs, wants, and long-term goals to develop a strategy that appropriately suits you.
With expert guidance through retirement planning, tax planning, estate planning, we will utilize all of our resources to help you pursue your goals and plan for your future. James Hundman is also an Accountant and provides tax services which are separate from the Securities or Advisory services offered through Hundman Wealth Planning, LLC.
With expert guidance through retirement planning, tax planning, estate planning, we will utilize all of our resources to help you pursue your goals and plan for your future. James Hundman is also an Accountant and provides tax services which are separate from the Securities or Advisory services offered through Hundman Wealth Planning, LLC.
Services
We always take a proactive strategy in your retirement planning. We start by asking the necessary questions. What is your current spending? What is your future projected spending? What concerns you the most about your retirement future? What do you most want to accomplish in retirement?
Only after a lengthy discussion on these goals and concerns do we then move on to strategies and plans to help you accomplish these goals and minimize or eliminate the concerns.We ultimately want you to be comfortable and secure with your retirement plan. Although we don't know what your future holds, we can certainly help you prepare for it.
Only after a lengthy discussion on these goals and concerns do we then move on to strategies and plans to help you accomplish these goals and minimize or eliminate the concerns.We ultimately want you to be comfortable and secure with your retirement plan. Although we don't know what your future holds, we can certainly help you prepare for it.
The most important thing you can do for yourself, your loved ones, and your legacy is to make sure you properly organize your financial affairs. You have worked hard to accumulate assets and build a strong financial foundation. We work with you to create a plan that both meets your goals and addresses any concerns or problems.
Reviews (1)
Ryan Hanson
Aug 03, 2018
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My husband and I rely on Hundman Wealth Planning to track and protect our finances. The company provides a safe, intuitive, and cost-effective way of managing assets. In addition, Hundman Wealth worked hand-in-hand with us to develop and maximize our retirement plans. I wouldn’t rely on anyone else for my financial needs. I recommend Hundman Wealth Planning to friends and family looking for assistance with finances or retirement.
