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Independence
We value our independence. Our professionals are breaking the traditional role of a transactional (sales-driven)advisor for a long term relationship-based experience. Our practical approach to problem solving is not based on what products we can sell, rather on innovative & unique tools and techniques that are tailored specifically to each client’s fact pattern. Ross & Mary Hunt, Inc. is compensated for its services through a combination of fees and commissions through LPL Financial and fully disclose all fee arrangements so that you understand where our fees and revenues come from. We are affiliated with LPL Financial , the number one independent broker/dealer in the nation for thirteen consecutive years based on total revenues, Financial Planning Magazine, June 1996-2010.
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Objectivity
As a Certified Financial Planner and LPL Investment Advisor Representative, Ross places objectivity at the center of the planning process. His job is to objectively assess your financial situation and recommend the best financial strategies to carry out your individualized plan of action. LPL Financial places no pressure on him to promote proprietary investment products, so then he can concentrate on exactly what our clients need and more importantly, what they want – genuinely unbiased financial advice.
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"Values-Based" Approach
We provide full-service wealth management for our clients using a "Values-Based" financial planning process. This includes the four traditional, key areas of financial planning: discovery, analysis, implementation and monitoring. However, at Ross & Mary Hunt, Inc., we overlay onto this process a holistic view that incorporates your core beliefs (your inner values) and then applies it to your overall unique situation. We then recommend strategies based upon your values and beliefs, which in turn leads to a much more fulfilling result. Once our initial collaboration has been completed, we then work together and periodically revisit your plan (again, based on your priorities and goals) and recommend any adjustments indicated to help you pursue a productive, rewarding & financially secure retirement.
Financial planning is offered through LPL Financial a registered investment advisor.
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Experience
For three decades, Ross has dedicated himself to parterning with his clients to pursue their retirement dreams. He founded his financial planning practice immediately after graduating from Miami University, in Ohio, in 1982. His extensive experience in the areas of financial planning, retirement planning estate planning and investment theory place him among the elite – an advisor who combines experience and education to provide holistic planning services to clients across the country, with large concentrations in Southern California & Central Ohio.
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