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Ronald C. Hunter
Financial Advisor, Private Wealth Manager @LPL Financial
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WORK HISTORY
Financial Advisor, Private Wealth Manager @LPL Financial
CPAs We bring special value to CPAs and their clients by levering the Virtual Family Office (VFO) to their clients. See the following chart below and call me to discuss. CLIENTS NEAR RETIREMENT Some retirees have discomfort about the preservation of their retirement assets after spending a working lifetime building those assets to supplement their retirement income. They desire a portfolio using investments that will provide income for their lifetime and beyond. The strategy-driven approach we use to generate retirement income incorporates a time-segmented retirement income distribution process that aims to provide investors with stable income and growth, using investment products that complement the strategy. LIFE INSURANCE - I perform life insurance policy reviews. Your policy may be a source of value that you can employ efficiently to assist long-term healthcare and additional legacy needs. BUSINESS OWNERS Our Team-Based Model brings together CPAs, tax attorneys and business planning specialists who are experts in sophisticated business strategies like Cost Remediation, Business Evaluation, Tax Reduction, Succession Planning and much more. Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
EDUCATION
Western New England University
Bachelor and Master of Business Administration (MBA) (BBA) Finance, Accounting and Finance
ABOUT RONALD C. HUNTER
My passion is to work with successful professionals, entrepreneurs, business owners, and…
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