Hi, I’m Chris Merchant, CFP® from Hunt Country Wealth Management.
I want to share two key points about our firm:
>> Who We Are
>> Who We Help.
So who are we? Well, our firm name is called Hunt Country Wealth Management, because we have roots in the hunt country region in Virginia, which is right on the outskirts of Washington, D.C.
We work with people here regionally, but also nationally and even globally. My wife, Heather and I started this firm together and we operate it as a team. Heather manages our firm’s outreach and oversees what we call backstage operations. I handle the front-stage stage operations that include things like financial planning, investing, and taking care of the direct needs of our clients. And we have a fantastic support team that helps both of us.
Who is it that we help? Well, we generally work with individuals that plan to retire sometime in the next five years. Most people that come to us are in their late fifties or into their sixties when they first start working with us. Financially they’ve usually saved between $500,000 to $3 million.
I think that’s because, within that range, the challenge is no longer not having enough money to retire. But, rather not having a structure to follow, to make that money work as hard as they can for as long as they can. So as you can see, we’re not all things to all people. We specialize in helping people transition into retirement, and it’s a great job to have.
And because we specialize, we’ve created a repeatable system that in my opinion, helps people to retire with more confidence, more certainty than any other method out there.
Now I hope, you know, a little bit more about us and when the time is right. We’d love to hear from you.