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HELPING YOU BUILD A PLAN FOR YOUR FUTURE THROUGH INVESTMENT PLANNING.

 
 
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YOUR FUTURE DEPENDS ON WHAT YOU DO IN THE PRESENT

 
 
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RETIREMENT

Your golden years should be just that- Golden. You’re working hard and when the
time comes for you to retire, you’d like to do so in comfort. That’s easier said
than done.

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BUSINESS SUCCESSION

There is an old adage that says- if you fail to plan, you plan to fail. Your
business, your employees and your customers depend upon your ability to plan for
the future.


ESTATE PLANNING

There is nothing more important to you than your family. You’ve also worked hard
for your money. Sometimes planning for their future can be the greatest gift you
can give them in life.

 
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PLANNING FOR YOUR BUSINESS AND PERSONAL FINANCIAL FUTURE CAN BE A DAUNTING
TASK..

 * Did you fill out the right paperwork?

 * What about those new government regulations?

 * Are you prepared for your employee to work for your competitor?

 * what about retirement?

 * Plus a million other questions…

YOU SHOULDN’T BE CONFUSED OR ANXIOUS ABOUT YOUR FINANCIAL FUTURE.

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A PATH TO YOUR FINANCIAL GOALS

 


FLOW

We can help you establish a specific budget for your income. Learn more…


CONTINGENCY

It’s hard to find peace in life without security. We will help you build six
months’ worth of net income to protect you in challenging times. We will also
help you develop a plan to save 10% of your annual net income. It’s hard to find
peace in life without security. Learn more…


PROTECTION

Everything we do comes with risk. We will help you identify and manage that risk
through appropriate insurance, investment strategies and planning. Learn more…

 
 


GOALS

Benjamin Franklin said, “if you fail to plan, you plan to fail.” Wise words that
we live by. Your financial goals should have a plan. We examine your needs, your
goals and your resources to help you create a financial path designed
specifically for you. Learn more…

 


WEALTH

Many times you don’t know what you don’t know. We get that. That’s why we help
you take advantage of your tax benefits, when appropriate. We will setup a plan
to help you avoid probate and transfer your assets with tax efficiency. Learn
more…

 
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HELPING YOU DEVELOP A SIMPLE PATH TO RETIREMENT

 


1

SCHEDULE A CONSULTATION 


2

WE WILL WORK TOGETHER TO DISCOVER WHAT SOLUTIONS ARE APPROPRIATE FOR YOU AND/OR
YOUR BUSINESS 


3

TOGETHER, WE WILL PUT YOUR PLAN INTO ACTION 

 
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WE UNDERSTAND WHAT IT’S LIKE TO LIVE WITH ANXIETY OVER THE LACK OF A FINANCIAL
GAME PLAN. 


YOUR LIFE, BUSINESS AND FUTURE DON’T HAVE TO BE COMPLICATED.


IT’S COMPLETELY NATURAL TO WORRY ABOUT THESE THINGS.

 

AT HUNTER JACKSON FINANCIAL WE BELIEVE IN EDUCATING OUR CLIENTS TO SEE BEYOND
THE WORRY THAT THEY MAY BE EXPERIENCING AND MOVE IN THE DIRECTION OF THE
RETIREMENT LIFESTYLE THEY WANT.

WE WILL LOOK AT YOUR UNIQUE SITUATION AND HELP BUILD A STRATEGY TAILORED TO
YOU. 

WE BELIEVE WE CAN PROVIDE YOU WITH THE TOOLS YOU NEED…

 * SO THAT YOU CAN FOCUS ON A HEALTHY FINANCIAL LIFE IN THE PRESENT

 * SO THAT YOU CAN WORK IN YOUR BUSINESS INSTEAD OF ON IT

 * SO THAT YOU CAN PLAN FOR YOUR FUTURE

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HUNTER-JACKSON FINANCIAL

Dennis McComb
Investment Advisor Representative of GWN SECURITIES, INC.
Hunter Jackson Financial
P. O Box 457
Atwater, CA 95301
Office: 209-382-8526
Email: dmccomb@gwnsecurities.com

Securities and Investment Advisory services offered through GWN SECURITIES, INC.
A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC
(www.sipc.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700.
Hunter Jackson Financial and GWN SECURITIES, INC. are not affiliated companies.