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 knowledge with real-world experience to provide you with a guide for making better decisions, achieving better outcomes, and making the best use of your financial resources.
We believe retirement should free you--and it all starts with a plan.
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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.
Retirement Articles and News
Have you heard of the term know your retirement number? Many firms and financial companies offer free online calculators which help you identify the amount of money you need to retire. It’s a simple way to know if your retirement savings are on track, but when it’s...
Are you worried about making the right decisions for your retirement? You're not alone. Many people are affected by common biases such as herd mentality, confirmation bias, and loss aversion. That's why it's important to work with a certified Behavioral Financial...
Where can you get a plan for retirement? You want to retire, but don't know where to go for help. When you're looking for someone to guide you through the process of retiring, it’s important to have high standards for whom you choose to work with. When you begin your...
Retirement Planning Advice Nationwide
Proudly serving Washington, D.C. Metro Region including Middleburg’s Hunt Country, Northern Virginia and the Shenandoah Valley.
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