At Hunter Financial Advisors, it's about more than financial
planning. It's about guiding our clients toward the level of
success they envision for themselves and their families. It's
about forming lasting partnerships rooted in trust and a
mutual passion for creating an abundant future. It's about
people, plain and simple.
We understand that making the right decisions without a clear
path can be challenging. Our advisors are here to help you
develop a personal blueprint to better organize and manage
your financial life. Equipped with more than 70 years of
collective experience, our primary focus is helping families
and individuals, business owners and entrepreneurs to pursue
and exceed their financial goals. From growing and preserving
your assets to managing taxes and planning for the future, we
provide you with exceptional client service across a wide
range of disciplines, including:
Wealth Accumulation and Retirement Income Planning
Business Continuity, Fringe Benefit Planning and Employee
|Firm Start Year:||1987|
|States Licensed in:||CT, DE, FL, MA, MD, MI, MN, NC, NJ, NV, NY, PA|
|Number of Years with Current Firm:||30|
|Investment Types:||Annuities , Mutual Funds , Options & Futures , Bonds , Stocks , Insurance , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At your office , At your home , At my office , Via email|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Financial Services Institute (FSI) , Financial Planning Association (FPA)|
|Firm's Number of Clients:||90|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Hourly , Flat Fee , Based on Assets , Commissions|
|Organization:||Nyack Hospital Foundation Nyack NY|
|Organization:||Nyack School District Nyack NY|
|Position :||Trustee - Board of Education|
|Organization:||www.inspirenyack.org Nyack NY|
|Position :||Trustee - Emeritus, Founding President|
Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.
Daniel M. Juechter, AIF® CFP® CWS® is Chief Executive Officer and Founder of Hunter Financial Advisors, Inc., a firm focused on providing a broad range of financial advisory services. Driven by the simple desire to help people and inspired by the creative potential that lies in the promise of an equation, Dan brings warmth and ingenuity to his practice. As evidenced by his dedication to crafting highly personalized outcomes for his clients, Dan seeks to find deeper meaning behind his work as a Certified Financial Planner® professional. He believes sound advice must begin with a holistic approach, not only to spending patterns and investment strategies, but to a person?s unique perspective, goals, and values. The result of this methodology is reflected in his professional relationships, many of which began as referrals and continue from one generation to the next. Dan's genuine interest in understanding his clients' needs combined with a drive to harness the most dynamic and comprehensive financial planning techniques available, pushes his philosophy beyond the standards most people have come to expect. Using research, ongoing education, and an adaptive approach to the ever-changing landscape of our markets, behaviors, and policies, Dan offers his clients the expertise that only three decades in the financial services industry can provide.
Financial Planning for Individuals
I provide an individualized, integrated approach to developing your personal financial plan. This involves looking at the entire landscape of your fiscal health and how all the elements of your plan can work together to best benefit you. My process encompasses all of your financial life - investments, retirement, insurance, taxes, estate planning and your business needs - while considering aspects most personal to you, such as your core value system and overall priorities in life. Whether you have certain investment principles to maintain, non- conventional retirement dreams to consider, or sensitive estate planning needs to address, we support the nuances of every client's unique set of goals.
Financial Planning for Businesses
As an expert in your field, you've spent your life building something worth protecting and it's my job to help shield and grow the fruits of that success. Business planning that provides significant wealth accumulation opportunities as well as efficient and tax-advantaged wealth transfer and asset protection is at the forefront of my expertise. I provide a comprehensive approach to retirement planning, through all phases and including the following objectives: 1) Increase and preserve your wealth by implementing investment strategies and solutions; 2) Maximize the money you save and invest for your future while minimizing taxes; 3) Make wise decisions about your retirement accounts and plan your distribution strategy as you near retirement for now that you are retired; 4) Preserve, protect and continue to grow your assets after retirement to ensure you'll live comfortably and leave your loved ones a lasting legacy of financial security; and 5) Develop a detailed succession plan that meets your business and personal needs, whether you are selling your business or passing it on to a family member, employee or other organization.
I offer a strategy-driven approach to financial planning that aims to provide clients with stability, growth, and income in anticipation of and during retirement. Using this approach, we mathematically calculate your risk, inflation-adjust your income, and strive to ensure your portfolio and plan follows an intentional and time-tested course that is by nature, designed specifically for you.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|