
Putting your financial well-being first: Strategic planning with Dennis Hunt & Associates.
Our thorough financial planning approach is designed to create personalized strategies that help you achieve your financial goals while minimizing your tax burden, both now and in the future.
Business Exit Planning
We help business owners maximize their company's value as they prepare for exit. With access to the IG Private Company Advisory and with a Certified Exit Planning Advisor (CEPA) on our team, we aim to unlock trapped wealth in your business so you can achieve the highest financial return and create a lasting legacy.
Retirement Planning
We guide high-net-worth individuals and business owners to a secure retirement through tax-efficient investment strategies, risk management, and wealth preservation. Our proactive approach continuously optimizes your plan as your life changes. From pensions to estate planning and business exits, we offer a seamless, high-touch experience, ensuring peace of mind and a lasting financial legacy.
Legacy Planning
We help you shape a lasting legacy by preserving and protecting your wealth in a tax-efficient way. Our approach integrates trust structures, philanthropy, and family wealth education to align with your values. From preparing heirs to structuring business succession and maximizing charitable impact, we ensure your financial legacy for generations.