Our view of Comprehensive Planning is holistic in its application.
Recommendations must go beyond the tax and economic considerations and supporting documents that are often assembled. They must also be utilized with the appropriate understanding of the human factors that will make each plan work for generations. Our ability to counsel our clients through the psychological preparation and the implementation of their detailed plan sets us apart.
Our objectivity in collaborating with your existing advisors is a critical
factor in facilitating the implementation of your plan. MJHunter does not
sell any financial products, but reviews existing financial products and
positions and recommends changes when necessary. This provides long term results that helps assure clients' objectives are accomplished, even in their absence, as well as
providing a continued Legacy for generations to come.
Our Mission
Our firm’s mission is to provide wealth enhancement through the use of estate, business, retirement and tax-exempt planning strategies for our clients, their advisors and/or the philanthropic legacies they wish to embellish.
Who We Serve
Primary client
groups:
The Individual Planning Client
The Professional Advisor including CPA's, Attorneys, Financial Planners, Investment Advisors
Charitable organizations who wish to build their planned gifts and/or endowments
