Certified Financial Planner™
Retirement Planning and Guided Investing™
Retirement Planning CFP®
Hunt Country Wealth Management’s Financial Advisor Christopher Merchant is a CERTIFIED FINANCIAL PLANNER™. He is part of an elite group of Financial Planners who represent the highest ethical and technical standards in the industry. Chris specializes in offering advanced planning strategies for retirement income planning.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.
CERTIFIED FINANCIAL PLANNERS/ CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. As you begin to consider how best to manage your financial future, you should feel confident knowing that with Chris Merchant, you’re receiving the highest standard of financial planning service available.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chris Merchant, CFP® BFA®
Owner of Hunt Country Wealth Management
Chris is the bestselling author of On Investing Well: The Elements of Good Investing and is the President of Hunt Country Wealth Management. Through his work with hundreds of clients preparing for their journey into retirement, he developed The Prepared Retiree Method™ and the Investment Management philosophy and framework Guided Investing™.
Our Services
Looking for retirement assistance? Look no further! At Hunt Country Wealth Management, we specialize in retirement planning. We offer two services tailored to your needs as you approach retirement. Our Retirement Audit™ is a quick way to find out if you're on track and help you prepare. The Sovereign Series™ Retirement Plan is a comprehensive in-depth financial plan that provides a roadmap to transition into retirement with confidence. Not sure which service you need? We can help with that too.
This service was designed for those who want to...
- Feel confident and prepared for retirement.
- Know the amount/regularity of income your resources can produce.
- Have control over your financial future and clarity of direction.
Looking for better control over your investment strategy? Align your investment portfolios with your goals using our exclusive Guided Investing™ service. Our comprehensive investment management helps you create a strategic plan, with tailored strategies to optimize and preserve your resources. It starts by identifying your goals and can be personalized for retirement, wealth building, risk management, or multiple objectives. Feel supported and empowered as you make progress towards your financial milestones.
This service was designed for those who want to...
- Feel more confident in their investment decisions.
- Design a strategy to reach planned financial milestones such as retirement.
- Collaborate with a professional to manage risk and monitor performance.
Are you interested in discussing a unique financial situation? If you have any general financial or investment-related inquiries and prefer a collaborative approach to address them, we would be delighted to assist you. Our Hunt Country Hourly Planning™ service offers financial advice on an hourly basis, without minimum asset or income requirements. With tailored recommendations and insights from our experienced professionals, get answers to your questions and valuable guidance.
This service was designed for those who want to...
- Gain clarity on intricate financial situations with professional guidance.
- Make informed decisions on personal finances, investments, or estate planning.
- Access financial advice as needed.
Led by a husband and wife team…
Hunt Country Wealth Management is a financial planning and investment management firm that specializes in preparing modern retirees for retirement. Client’s access a proven framework that helps them make better decisions, achieve better outcomes and make the best use of their financial resources. Firm founder, Chris Merchant is a leading Retirement Income Professional who specializes in helping retirees nationwide. He is the bestselling author of On Investing Well: The Elements of Good Investing, and is a CERTIFIED FINANCIAL PLANNER™/ CFP® and Behavioral Financial Advisor™.