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  • 120 White Plains Rd • Suite 403 • Tarrytown, NY 10591
  • Toll Free: 877.366.8008
  • Fax: 914.366.8001
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A Strategic Partner for Your Financial Success

Leaving a Legacy

You’ve worked hard to build a secure future for yourself and your loved ones. Let us help you design a personalized estate plan that addresses your family’s specific needs. Hunter Financial Advisors specializes in helping our clients make this important step by providing individualized estate planning strategies that can:

  • Preserve the assets you’ve accumulated;
  • Ensure that your assets pass to your beneficiaries as intended;
  • Enable faster transfer of assets by avoiding or accelerating probate;
  • Provide for the continued financial security of your family; and
  • Prevent taxes from diminishing too much of the inheritance you leave behind.

Our advisors will help you determine the best plan of action for you and your family that makes for a clear and easy path toward recognizing and implementing your intentions.