What We Do
We help people and small business at all stages of life understand and plan for their financial goals. Whether you’re a young professional just getting started, a couple with kids, a small business owner, nearing retirement or already retired, chances are planning can improve your chances of success.
Couples with young families may prefer to spend time on the soccer field or at play practice rather than planning for their financial goals like retirement and college. Though time comes at a premium during this life stage, planting the seeds for future financial success must occur now. Many families need guidance during this time on how to balance several financial goals using the resources they have. This is where your advisor at Hunt Financial Group can assist you.
Small business owners typically invest tremendous time & energy growing their businesses; however many do not know how to leverage the successes of their businesses for themselves personally. Understanding the need for a succession plan, key employee retention programs or retirement plans can be critical for success now and for the future value of your company. These choices about when to implement a plan and the type of plan can be overwhelming. Perhaps no group has more control over their financial future - yet that control comes with decisions that often require specialized knowledge that only a competent advisor can provide.
The years just prior to retirement or early in retirement are perhaps the most critical for achieving one's retirement goals. Decisions made during this period will chart the course for retirement and determine the path of your future retirement years. Questions are many: When can I retire? How much income is sustainable for me? When do I take social security? Many of the choices cannot be undone and absent quality advice, mistakes are common such as being too aggressive nearing retirement.
Planning doesn't end at retirement. In fact, some might say it is one of the most important times to have a plan and make sure it is up to date. Failure to plan can result in loss of control and perhaps erosion of wealth due to inflation, potentially higher taxes or uncertain healthcare costs. Even if you have achieved the retirement of your dreams, you might be concerned about how to pass that wealth on to future generations. Careful planning can create a legacy for future generations.
No matter what life stage you are in, planning is critical for your future and Hunt Financial Group helps people at all stages of life.