Individuals.

Introducing the Hunter Capital Four-Step Process:

By using our Four-Step Process, Hunter Capital moves you forward, helping you reach your goals. First, we meet and have a consultation. We work with you to establish a customized financial strategy and investment plan.  Second, we begin to implement the strategy and plan, which may include your investment policy, portfolio purchases, and income, tax, retirement, transition and education planning, and/or estate planning.  Third, we monitor and review your overall situation and plan in order to track your performance versus your objectives.  Finally, on the fourth step, we help you to maintain the lifestyle you desire.  Our strategies take into consideration today, tomorrow and beyond.

Retirement Planning

Mother and daughterYou work hard and play hard.  You want to make sure that with all you have achieved, your efforts will pay off and you will be able to continue to live life to the fullest, in a way that you enjoy and deserve.  We work together with you to develop and implement a plan that will help you feel confident in your financial position and that may help you see your hopes and dreams come to fruition. We review your plan on an annual basis (where appropriate) to make sure we are continuing to meet your retirement goals.  Life, markets, employment, needs and even goals all sometimes change.  A plan is not worth the paper it is printed on if it is not continuously reviewed and revised.  We at Hunter Capital are your partners, helping you stay the course if the course is right, or guiding you in changing the course if the path you’re on looks like it might be heading in a direction in which you do not wish to go, always striving to fulfill your vision on the horizon.

Our Services Include:

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Endowments and Foundations
  • Corporate Pension Funds
  • Professional Portfolio Management
  • Investment Policy Statements
  • Asset Management
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Alternative Investments
  • Qualified Plans
  • Stock Investments
  • Fixed Income
  • Exchange Traded Funds
  • Commodities
  • Municipal Bonds
  • UGMA/UTMA
  • 401k Rollovers
  • 529 Plans
  • Annuities
  • Cash Management
  • Long Term Care Insurance
  • Insurance
  • Business Planning Business
  • Succession Planning

Estate Planning

You have worked your whole life building for the future.  The last thing that you would want to have happen is, upon your death, your family ends up squabbling over everything, your hard-earned legacy becoming the instrument of division in your family.  And you certainly don’t want your heirs to be forced to sell a portion of your estate to pay taxes or debts. We at Hunter Capital do not tell you what you should think or how you should distribute your estate, but work diligently with our legal partners to make sure that the outcome YOU want is fulfilled, and that this occurs in a manner that is clear and effective.

A note about tax laws: Tax laws are complex and subject to change. Hunter Capital LLC, its affiliates and its financial advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise).  This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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