From Hundman Wealth Planning, nine years and a grateful thank you

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Continued business and referrals are appreciated

CAREFREE – Jim Hundman, of Hundman Wealth Planning, recently reached his ninth year in his Carefree Pima Norte office (36600 N Pima Rd. Ste. 301) and he appreciates the continued support from his clients. Founded in 1999, Hundman Wealth Planning is family-owned and operated, and they came together because of their passion for people. They care and they want to help, and as such, Hundman and his team offer a complimentary consultation.

So, what’s important to you? Hundman Wealth makes it its mission to understand your needs, wants and long-term goals to develop a strategy that appropriately suits you. With expert guidance through retirement planning, tax planning, estate planning, they utilize all their resources to help you pursue your goals and plan for your future.

Additionally, their goal is to identify strategies and implement plans to provide proactive wealth management solutions that allow their clients to achieve their goals. Their experienced professionals walk you through tax, retirement and estate strategies to develop a plan that suits your individual needs and ensures your legacy. The team focuses their practice on reducing their clients’ taxes, protecting their retirement income and maximizing wealth transfer to their heirs.

For those seeking living wills, Powers of Attorney, Durable Powers of Attorney for healthcare, living trusts and/or advanced directives in addition to retirement, estate, tax planning, reach out to Hundman Wealth Planning at (480) 625-3134 or jim@hundmanwealth.com. Jim Hundman, JD, CFP, is genuinely thankful for the business and referrals from his Arizona neighbors, and he looks forward to helping you!

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