Hundman Wealth Planning … local, professional, experienced, there for YOU


CAREFREE – When it comes to tax planning, it can feel a bit overwhelming. Having a customized approach with a Certified Financial Planner CFP can help put you at ease and on the right path to a sound financial plan. Jim Hundman of Hundman Wealth Planning offers invaluable advice when it comes to topics like Required Minimum Distributions, converting a traditional IRA to a Roth IRA and investment strategies for retirement years.

Jim Hundman
Jim Hundman

Customized strategies often mean exploring opportunities that are not one-size-fits-all. Hundman takes the time to educate, review, plan and prepare his clients for the future. With new administrations, the tax code is ever-evolving and this is taken into account when evaluating present and future decisions.

There is never a convenient time to begin your tax planning but there is an advantage and comfort to planning with an experienced, knowledgeable and local tax and wealth planning company that keeps current on changing codes and tax advantages. Explore all options – retirement, tax planning, estate planning – at then email or phone (480) 625-3134 to set up a consultation. “We cannot predict the future for our clients, but we can help them prepare for it.”