In an impersonal world, we believe financial planning should be an ongoing personal relationship with a trusted partner. Technology makes communication easier, but it is not a substitute for a personally tailored plan with a true partner to guide its implementation. Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors.
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out. This article explores demographic trends that are dimming Social Security's financial outlook and proposals to address the looming shortfall. This calculator can help you determine whether you should consider converting to a Roth IRA.
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out. This article explores demographic trends that are dimming Social Security's financial outlook and proposals to address the looming shortfall. This calculator can help you determine whether you should consider converting to a Roth IRA.
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You deserve a plan. You work hard, and you owe it to yourself to have a partner you can count on to help you make the financial decisions that life requires. It does not matter what your financial position is, what your occupation is, or what stage of life you are in, we will work with you to empower you to make critical decisions about your financial present and future.
At Hunt Financial Planning we do not have clients, we have partners who honor us by allowing us to serve their needs. We help our partners take control of their financial lives and empower them to make the decisions that life requires.
Wendy and Jason have nearly 30 years of combined experience in the financial services industry, working previously for one of the world's largest asset management firms, one of the nation's largest independent broker dealers, and several local companies.They established Hunt Financial Planning to serve everyone, regardless of income or assets.
Wendy and Jason have nearly 30 years of combined experience in the financial services industry, working previously for one of the world's largest asset management firms, one of the nation's largest independent broker dealers, and several local companies.They established Hunt Financial Planning to serve everyone, regardless of income or assets.
We believe a strong planning process is the best way to create a personal, flexible financial plan to help you work toward your goals. We are here to partner with you, not for an hour or until you make an investment, but for the duration of your plan. For most of our partners, that means for life. We will work with you to define your goals to build the plan for your financial present and your future.
A fiduciary financial advisor has a duty of good faith and is ethically bound to act in your best interest. As a CERTIFIED FINANCIAL PLANNER professional we are required to act as a fiduciary and place your interest ahead of our own. We believe that a customized, personal and flexible financial plan is best to meet our partner's needs.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
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