The Road to Retirement Starts Here...
At Hunt Country Wealth Management our mission is to prepare modern pre-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. 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
Fall Prevention: A Critical Aspect of Post-Retirement Health ManagementBy Chris Merchant, CFP®Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...
Important Birthdays Over 50Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. >> In...
About the U.S. Banking SystemAbout the U.S. Banking System With recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring the...
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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