About Us...


Strategy

For over 20 years MJHunter has provided advanced case design for individuals collectively worth over 2 billion dollars. This includes the analysis and implementation of complex strategies that include tax exempt planning, a charitable aspect to the transfer of wealth. Proper use of these strategies requires the expertise of experienced professionals to advise on the prudent transition of wealth and ways to endow the future of charitable programs.

Since 1988 we have trained financial planners, attorneys and accountants on advanced planning concepts for the affluent business owner, executive and professional who have both substantial net worth and income.  Analysis of wills, trusts, business agreements, charitable entities, insurance and investments is provided utilizing a coordinated process which enhances each advisors discipline.  We proudly proclaim this leads to  a more fulfilling and productive relationship with the end user.

Charitable organizations, large and small rely upon a consistent flow of funds. Recognizing that charities are less visible to the base of major donors, the MJHunter Philanthropy Division offers services to attract major gift and planned gift dollars. Our expertise in tax-exempt planning, planned giving strategies, educational programs and access to resources of highly qualified financial advisors, CPA’s, and attorneys offers a competitive edge to most charitable organizations.

For organizations fortunate to have an established planned giving department and/or established endowment fund, MJHunter philanthropy services provide additional resources to ensure continued growth in endowment income.
 

Our approach is to match a client’s philanthropic goals to a specific charitable mission. Our planning strategies are designed to increase income and transfer assets to family members or children, converting tax dollars into charitable dollars for any variety of charitable purposes.

MJHunter assists families in creating a legacy that will pass on traditions and values to future generations while making a substantial contribution to a chosen charitable mission.  




Services We Provide