We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the appropriate approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Holly Hunt
Co-Director, Client Emotional Support
Holly makes it her business to watch everything and everybody for suspicious activity ! She is constantly on alert, holding vigil for anything out of the ordinary (UPS drivers, squirrels, etc.). Her favorite activities include "Fetch"...
Magnet Hunt
Co-Director, Client Emotional Support
Ross Hunt, CFP®
Managing Partner
Ross Hunt, CFP® was born in Anaheim, CA but was raised in Central Ohio; he graduated from Miami University (Oxford, Ohio) in 1981. In addition to graduate work in finance and marketing at The Ohio State University, he attended and...