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.
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(480) 688-3920
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.
