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Financial Adviser

“Practice objective: help you identify, prioritize, and realize your financial objectives.”

J.Hunter’s financial advising practice centers around financial planning. Financial planning is a process that defines financial objectives and creates, implements, monitors, and adjusts a plan to achieve such objectives.

We help individuals plan for retirement and death. After outlining the professional relationship, the parties gather data and identify financial objectives. We analyze this data to determine current position in comparison to these objectives. Next, we create and present a custom plan. If acceptable, the parties implement this plan. Periodically, performance is evaluated. If necessary, the plan or objectives are adjusted to ensure realization.

Solutions

Ohio Annuity Insurance
•Fixed income annuities
•Fixed index annuities
•Tax and retirement planning

***J.Hunter does not sell securities or advise as to the value of securities or as to the advisability of investing in, purchasing, or selling securities.

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