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Financial Planning Centered on Your Values

Your values determine our strategies for a holistic approach to financial health.

What Is Values-Based™ Financial Planning?

Simply put, as life happens, what you value changes. So, you need financial strategies that grow with you and are flexible enough to react positively to the market. At Ross & Mary Hunt, Inc., we incorporate your core beliefs into the wealth management process and apply them to develop strategies that reflect your unique goals.

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See What Our Clients Value

Every client story is unique, so we've compiled a few different case studies inspired by real clients to help paint the picture of why Values-Based™ Planning makes all the difference when working with a financial planner.

Read the case studies

Contact

Phone: (951) 696-5292
Email: info@rossandmaryhunt.com

Address

29970 Technology Dr.,
Suite #120
Murrieta, CA 92563

Ross Hunt is a registered representative with, and securities and advisory services offered through LPL Financial, Member FINRA & SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, MI, NJ, NC, OH, SC, VA and WA.

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