About - Hundman Wealth Planning

About Us

We cannot predict the future for our clients, but we can help them prepare for it.

Who We Are

Hundman Wealth Planning is all about minimizing taxes and maximizing wealth transfer; It is our goal to identify strategies and implement plans to provide proactive wealth management solutions that allow our clients to achieve their goals. Our experienced consultants will walk you through tax, retirement, and estate strategies to develop a plan that suits your individual needs and ensures your legacy. At Hundman Wealth Planning, your goals become our goals.

  • Founded in 1999
  • Family-owned and operated
  • Current owner of Hundman Law Offices, PLLC and Hundman Tax Services, LLC.

Schedule your complimentary consultation with Hundman Wealth Planning today.

Meet The Team

It is truly a family affair at Hundman Wealth Planning. Family-owned and operated, we came together because of our passion for people. We take pride in our ability to work closely with clients to educate them and to make sure their estate & financial plans meet their objectives.

Jim Hundman

Founder/CEO

C: (480) 688-3920 | O: (480) 625-3134

Steve Hundman

VP/Tax Specialist

Julie Hundman

Office Manager

Mitchell Hundman

Client Relations

Isabella & Mila

Future Owners

Description