Tax Planning

At Hundman Wealth Planning, we start with one simple question: what is important to you? Our mission is to understand your needs, wants, and long-term goals to develop a strategy that appropriately suits you. With professional guidance through retirement planning, tax planning, estate planning, we will utilize all of our resources to help you pursue your goals and plan for your future.

James Hundman is also an Accountant and provides tax services which are separate from the Securities or Advisory services offered through Hundman Wealth Planning, LLC. Hundman Wealth Planning, LLC does not offer legal advice.

Retirement Planning
Tax Planning
Estate Planning

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Mitchell Hundman at jim@www.hundmanwealth.com.

Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment advisor registered with the SEC. Hundman Wealth Planning LLC, and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. Lion Street Financial, Lion Street Advisors.