Hundman Wealth Planning

Start planning for your future today at Hundman Wealth Planning

Family-owned and certified wealth management services. Helping you plan for the unexpected and everything in between.

Call Us Now

What can we do for you?

Hundman Wealth Planning’s strategy starts with one simple question: what are your goals? From there, we design a customized financial plan that both builds on our years of experience and meets your objectives. Each plan is as individual as you are, which we believe is the way it should be.

Hundman’s comprehensive services include:

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business succession planning
  • Asset protection
  • Executive bonus planning

Schedule your complimentary consultation with one of our advisors today.

Why Hundman Wealth Planning?

As a family-owned and operated business, we treat you as we would like to be treated: like family. Our advisors will work with you personally to fully understand your needs, wants, and desires. At every milestone or bump in the road, we will use all available resources to support and educate you on the best ways to protect your legacy.