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Retirement Planning and Guided Investing™

The Road to Retirement Starts Here...

At Hunt Country Wealth Management our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead. Our proven processes combine our specialized expertise with real-world experience to provide you a guide for making better decisions, achieving better outcomes and making best use of your financial resources. 

We believe retirement should free you--and it all starts with a plan.

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Our Services

 

The Sovereign Series™ Retirement Plan is our signature retirement planning service that will show you how to retire. Powered by The Prepared Retiree Method™, our guided step-by-step framework is easy to follow and provides a written financial plan that outlines the best use of your resources and a path to help you produce a reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement.

Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your financial resources and offer a strategy to help you optimize and preserve your resources. This process starts with defining your why. It can be applied to investors who are saving for retirement, building wealth, wanting to manage risk or all of the above. 

90-Minute Strategy Session is a 1:1 session with Chris Merchant, CERTIFIED FINANCIAL PLANNER™. Sometimes you just want to talk to a professional. Whether you want to tap into a broader understanding of a financial topic such as How to Prepare for Retirement or you seek a second opinion on your investment strategy, this session is a great time to discuss the financial considerations on your mind. 

Experience The Difference...

Led by a husband and wife team, our unique approach provides a comfortable, client-centric experience. We design advanced planning strategies for retirement that strive to help you experience the freedom and independence of a well-planned retirement.

Hunt Country Wealth Management founder, Chris Merchant, CFP® is a leading expert on retirement income planning and an author who has dedicated his career and independent practice to the distinguished needs of today’s modern pre-retirees.

Our goal is to help you evolve from a place of frustration and confusion to a place of clarity and direction. After working together, you’ll feel clear and certain of your retirement readiness and will have a solid financial foundation to enjoy the freedom you’ve earned from a lifetime of hard work and dedication.

Retirement Scenario: I'm Ready to Retire

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Plan to Retire Earlier Than Expected

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Plan to Retire in Three-to-Five Years

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Scenario: I Recently Lost My Spouse

Examples of how Hunt Country Wealth Management can help you make the most of your resources…

Retirement Articles and News

Time-Segmentation Retirement

Time-Segmentation Retirement

95% of Retirees Don't Know About This Retirement Income StrategyIn this video, Christ Merchant CFP® shares with you one of the best-kept secrets for structuring retirement income. It's called Time Segmentation. It's likely that you've never heard of this because most...

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Considering a Guaranteed Income Annuity?

Considering a Guaranteed Income Annuity?

Millions of Americans are looking for ways to guarantee an income during retirement and the guaranteed income annuity is one of the most popular options. But before you sign up, it's important to understand the potential risks involved. Join Chris  Merchant, CFP® as...

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What Modern Retirees Need to Know

What Modern Retirees Need to Know

The System Failed to Tell You This About Retirement... Most people think that their retirement income is all taken care of when they reach 65. But what if I told you that the system has failed to tell you about a very important detail? In this video, I'll reveal the...

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Retirement Planning Advice Nationwide

Proudly serving Washington, D.C. Metro Region including Middleburg’s Hunt Country, Northern Virginia and the Shenandoah Valley.

Virtual and In-Office Consultation