About Us

We cannot predict the future for our clients, but we can help them prepare for it.

Who We Are

Hundman Wealth Planning is all about minimizing taxes and maximizing wealth transfer; It is our goal to identify strategies and implement plans to provide proactive wealth management solutions that allow our clients to achieve their goals. Our experienced consultants will walk you through tax, retirement, and estate strategies to develop a plan that suits your individual needs and ensures your legacy. At Hundman Wealth Planning, your goals become our goals.

Founded in 1999
Family-owned and operated
Current owner of Hundman Law Offices, PLLC and Hundman Tax Services, LLC.

Schedule your complimentary consultation with Hundman Wealth Planning today.

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Meet The Team

It is truly a family affair at Hundman Wealth Planning. Family-owned and operated, we came together because of our passion for people. We take pride in our ability to work closely with clients to educate them and to make sure their estate & financial plans meet their objectives.

Jim Hundman

Founder/CEO

C: (480) 688-3920 | O: (480) 625-3134

Julie Hundman

At Hundman Wealth Planning, we start with one simple question: what is important to you? Our mission is to understand your needs, wants, and long-term goals to develop a strategy that appropriately suits you. With professional guidance through retirement planning, tax planning, estate planning, we will utilize all of our resources to help you pursue your goals and plan for your future.

James Hundman is also an Accountant and provides tax services which are separate from the Securities or Advisory services offered through Hundman Wealth Planning, LLC. Hundman Wealth Planning, LLC does not offer legal advice.

Quick Links

Retirement Planning
Tax Planning
Estate Planning

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Mitchell Hundman at jim@hundmanwealth.com.

Contact Info

(480) 625-3134

jim@hundmanwealth.com

36600 North Pima Road Suite 301 Carefree, AZ 85377

Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment advisor registered with the SEC. Hundman Wealth Planning LLC, and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. Lion Street Financial, Lion Street Advisors.