At Hundman Wealth Planning, your goals become our goals.
At Hundman Wealth Planning, we are dedicated to helping our clients prepare for the future by minimizing taxes and maximizing wealth transfer. Founded in 1999, our family-owned and operated business has been built on a passion for people and a commitment to providing proactive wealth management solutions. Our experienced consultants will work closely with you to understand your needs, wants, and long-term goals, developing a strategy that suits your individual circumstances. With a focus on retirement planning, tax planning, and estate planning, we utilize all our resources to help you pursue your goals and plan for your future.
Who We Are
Hundman Wealth Planning is a unique blend of tax, retirement, and estate planning experts. Our founder, Jim Hundman, is also an Accountant and provides tax services separate from the Securities or Advisory services offered through Hundman Wealth Planning, LLC. We do not offer legal advice, ensuring that you receive comprehensive support without any conflicts of interest. Our team's extensive experience and dedication to your success make us the ideal partners for navigating the complexities of wealth management.
Meet The Team
Our team is truly a family affair, with a deep understanding of the importance of family and the need for personalized attention. Meet Jim Hundman, our Founder and CEO, who has dedicated his career to helping individuals achieve their financial goals. His expertise and commitment to his clients are unparalleled. Joining him is Julie Hundman, who shares his passion for people and wealth management. Together, they form a formidable team, ready to guide you through the planning process.
Our Mission
At Hundman Wealth Planning, our mission is simple: to understand what is important to you and develop a strategy that aligns with your goals. We believe that every individual deserves a personalized approach to wealth management, one that addresses their unique needs and objectives. With professional guidance and a commitment to your success, we will help you plan for your future and ensure your legacy.
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