Ron Hunter is a private wealth manager at Gladstone Advisors in Bedminster, NJ. Ron's specialty is retirement income planning, from initial plans to implementation. He uses a number of planning techniques and select methods to ensure that a comprehensive review of the unique factors of each client’s case are considered. Ron recognizes that after successfully accumulating retirement funds, the real concern for most retirees is safely dispersing those funds over their entire lifetime while creating a legacy for a spouse and loved ones.
"I thought I had a whole life policy. They did a policy review at no cost and found out it was a whole life TERM policy and expiring in one year! They were able to convert my old policy and saved me thousands. Thank you so much!"
Mary Portfield - Westminster, CO
"I had no clue you're supposed to review life insurance policies at least every 3-5 years. When they approached me with this audit, I couldn't even tell them what policy I had! We determined that there was a better solution for me where I pay the same, but receive even more benefits!"
Gary Dumas - Lakewood, CO
"The form was super easy to complete and I received my report just a few weeks later. It turned out I only had a term policy which was expiring soon. We talked about the alternatives and I ended up going with an IUL...tax-deferred growth, tax-free income, and tax-free death benefit!?! Yes, please!"
Virginia Gebben - Westminster, CO
Our philosophy is simple. We want to get to know you in order to help you try to make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to work towards them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
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