It's All About Time!

A successful partnership with HUNTERGROUP is about more than just investment planning, creative account design, and fancy estate planning. It's about helping you maximize your GREATEST resource... time.

Some of our clients want to simply know "what time it is". Others want to truly understand "how the watch works". In the end, our aim is to provide you, your family, or your business, with the clarity you deserve on what's possible and world-class solutions that create terrific optionality in all aspects of your life + wealth.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

Older couple walking in grass together

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

Daughter laughing on father's shoulders

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Close up of a man and two women business planning