The true measure of wealth is not the sum of your financial assets, but the life experiences made possible by those assets. We work with you to define your values, develop goals, and create a unique plan for your finances. Our fee-only approach to financial planning is a direct reflection of this commitment, allowing us to serve you better.
Services
The true measure of wealth is not the sum of your financial assets, but the life experiences made possible by those assets. Whether you are seeking to grow your assets in anticipation of retirement, utilize your assets during retirement, plan for your children's future, or impact society through your philanthropic gifts, we are dedicated to helping you achieve your goals.
We serve our clients by offering coordinated wealth planning. Thoughtful, on-going, financial planning is achieved through a systematic review of each element of your financial picture. These services are listed below. We maintain relationships with tax, insurance and estate-planning professionals who maintain the same client centered standards that we hold ourselves to.
Our clients are individuals and families looking for a partner to provide personalized, unbiased, and coordinated advice. Many women face particularly daunting money challenges during periods of financial transition - marriage, divorce, job loss, retirement, sending kids off to college, and other changes to their own or their family's financial circumstances.
Many women face particularly daunting money challenges during periods of financial transition. You built a life together. Raised a family. Planned a future. Then suddenly you're on your own. Now what? The death of a spouse is difficult at best. Once the funeral ends and the visitors leave, the grief can be staggering.
Reviews (2)
Ryan Freshman
Jun 13, 2017
Report
Andrew Hunt is approachable... willing to listen to what your goals are, and makes a point to check all avenues when providing advice in the area of financial planning and wealth management. This is a Firm full of integrity and they prove that in there quick educated responses and willingness to care for their clients.
Jeff Smith
Oct 13, 2014
Report
I approached Jason several years ago to review our financial projections prior to retirement. Not only was he very helpful with our projections,i.e. he thought of some points that I didn't think of, but as a result of great timing and his suggestion to buy back some my wife's social security income and delay taking her full social security benefit until age 70..I estimate he added an additional 40k to our lifetime income ,,great job! highly recommended.
