Financial success is about creating the right roadmap for you that aligns with your dreams, values, and goals. It is more than just numbers. As we are the trusted and best financial advisor in Los Angeles, we provide our help to individuals, families, and businesses as well. We help them with complex financial planning and give them confidence and clarity. We also specialize in entertainment accounting services.
Whether you are planning for your retirement, managing your investments, or seeking strategies or tips to grow your wealth, our team provides a personalized approach to every client. We make relationships with them so that they can also save taxes. Our team understands their unique financial situation and priorities and then we craft tailored solutions to our clients that deliver real results.
With 20-plus years of experience, we are committed to providing transparency, integrity, and excellence. So that we can empower you to make informed decisions about your financial future, let us help you turn your financial goals into reality.
Financial Advisory Services
We offer different services under our financial advisory services, which are mentioned below:
Retirement Planning
Planning for retirement is a very important financial step. It also contains some risks as well. But we help you to create a specific comprehensive retirement plan for you that ensures you can enjoy the rest of your life without financial stress. Our retirement planning service also includes.
We create tailored plans based on your income, lifestyle goals, and retirement timeline.
We create tailored plans based on your income, lifestyle goals, and retirement timeline.
We advise on contribution strategies, rollovers, and investment options for 401(k) and IRA management.
We also ensure that your savings last throughout your retirement, no matter how long you live.
Investment Management
Building and preserving your wealth requires a disciplined and strategic approach to investing. Our investment management services with help you grow your assets while managing the risk.
We offer diversified portfolios that are tailored to your risk tolerance, time horizon, and financial goals.
Our asset allocation strategies will help you balance the risk and reward to optimize your returns.
Our performance monitoring will help you regularly review and make adjustments to keep your investments on track.
Tax Planning
If you do not manage your taxes properly, it can take a significant bite out of your income and investments. Our tax planning services help you to keep more of what you earn.
Our tax-efficient strategies can help you minimize your tax liability through smart planning and deductions.
Our team will give you proactive advice to help you make tax-smart decisions throughout the year.
Our retirement account tax strategies will help you to maximize the tax benefits of IRAs, 401(k)s, and other retirement accounts.
We can help business owners to reduce taxes and improve cash flow.
Estate Planning
In estate planning, we protect your legacy and ensure that your loved ones are taken care of. This is our critical point of financial planning. Our estate planning includes:
We help you in creating legal documents to ensure your assets are distributed according to your choice.
We also help you in reviewing and updating beneficiary information to avoid probate and delays.
We also help you to reduce the tax burden on your heirs through strategic planning.
Business Financial Consulting
Most business owners face difficulty in managing their finances, and this is also very time-consuming. This service provides expert guidance to help you grow and protect your business. This service includes:
We make strategies to improve cash flow and maintain financial stability.
We prepare for the future of your business with a clear transition plan.
We also identify opportunities to increase revenue and reduce costs.
We protect your business with insurance and contingency planning.
Debt Management
To achieve financial freedom, debt can be a major obstacle. Here, we help you by developing a plan to reduce and manage debt effectively. Here we offer:
We offer debt consolidation strategies to simplify your payments and reduce interest rates.
We offer debt consolidation strategies to simplify your payments and reduce interest rates.
We also give guidance on improving your credit score to secure better loan terms.
Why Choose Eric M Hunt?
We are not just financial advisors, but we partner with you in achieving financial success. Your financial future is very important, whether you are just planning or looking to optimize your existing strategy. We are the leading financial advisor in Los Angeles, and that is why we are here to help you.