We understand our clients need help preparing and planning for retirement.  Whether you have questions regarding investments, retirement planning, Social Security, tax efficiency, or insurance, we are here to provide guidance.  We utilize our process, CORE 360, to help our clients answer difficult questions pertaining to their wealth.  Ultimately, we believe that if we can truly understand what is most important to our clients – what is at their core – we can help them financially. 

 Our client base corresponds with the nature of our city, Grand Rapids, Michigan.  We work with many blue-collar individuals who have worked extremely hard for their money.  We also work with professional services, including small business owners, executives, and many individuals in healthcare who are looking for ways to grow and protect their wealth.  We strive to become the go-to financial resource for our clients by providing unbiased advice, a customized approach, and management that is both tax and cost efficient.  Whether you are building assets for the future, or seeking to protect, enjoy, and pass on those you already have,  Hungerford Financial can help you along the way.  Please feel free to contact us if you have any questions!

Hungerford Financial

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