Are We The Best Fit For You?

 

We are currently accepting new clients, and we build our relationships upon a commitment to listening to and understanding our clients' financial needs and personal concerns. This listening phase is critical to the potential success of any financial process.

After we agree on the client's goals, we create an individualized financial strategy using our comprehensive Values-Based Financial process. Our fiduciary approach is designed with the goal in mind, to help each client pursue their goals with as little risk as possible and to help provide them with increased confidence.  At Ross & Mary Hunt, Inc., our advisors create specialized financial strategies and aim to provide an extraordinary amount of personal service no matter what your profile as an investor may be.

 

Who Should Hire Ross & Mary Hunt, Inc.

   We may be the right fit for you if...                        We may not be the right fit for you if...
  • You are looking for someone to act as your personal chief financial officer (CFO)
  • You are looking for objective, independent advice instead of a sales pitch for the product of the month
  • You prefer to enjoy other aspects of your life besides spending the time necessary to understand investing, taxes and estate tax
  • You are retired, or within 5 years of retirement
  • You are a high net worth individual with at least $500,000 of investable assets
  • You are younger and prepared to save for your future, consistently
  • You have a high-paying career and need help saving while paying off Student Loans
  • You have at least $5000 to invest and qualify for a Guided Wealth Portfolios (GWP) account

 

  • You are looking to outperform your neighbor (e.g. you are a “performance junkie”)
  • You do not listen to other professionals           (e.g. you continue to smoke when your doctor had diagnosed you with emphysema)
  • You want to try to “time” the market
  • You are looking for the five hot investments to buy NOW!
  • You are looking for another financial professional when you already work with two or three
  • You are unwilling to disclose your financial questions or concerns
  • You are only focused on the short term 

 

 

 

* We do not accept shared accounts. We take responsibility for the management of your retirement portfolio. We do not accept shared accounts for the same reason you would not have two family doctors — conflicting advice can produce disastrous results. Fee-based advisory services and securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  No strategy ensures a profit or protects against loss.

 

 

 

Ed Slott is not affiliated with LPL Financial.