Durward Hunte Financial Service

At our financial planning firm, we understand that every individual and family has their own unique financial goals and challenges. That's why we're dedicated to providing personalized financial planning services to help our clients achieve financial peace of mind. Our team of experienced financial professionals takes a holistic approach to financial planning, considering all aspects of your financial situation to create a tailored plan that meets your needs and goals.

Our Mission

Our mission is to empower our clients to make informed financial decisions and achieve their long-term financial objectives. We believe that financial planning should be a collaborative process, and we work closely with our clients to understand their values, goals, and priorities. We then develop a comprehensive financial plan that addresses all aspects of their financial situation, including investments, retirement, income taxes, education savings, and legacy planning.

How We Help

Our financial planning services are designed to help our clients achieve financial success in various areas of their lives. We can help you:

• Grow Your Investments: Our investment management services are designed to help you achieve your long-term financial goals, whether it's saving for retirement, a down payment on a house, or a child's education.
• Plan for Retirement: We can help you create a personalized retirement plan that ensures you have a steady income stream in your golden years.
• Minimize Income Taxes: Our tax planning services can help you reduce your tax liability and maximize your after-tax income.
• Save for Your Child's Education: We can help you develop a plan to save for your child's education expenses, whether it's a Registered Education Savings Plan (RESP) or another type of savings vehicle.
• Protect Your Legacy: Our estate planning services can help you ensure that your assets are distributed according to your wishes and that your loved ones are protected in the event of your passing.
• Run a Successful Business: If you're a business owner, we can help you develop a financial plan that addresses your business needs, including cash flow management, tax planning, and succession planning.

Life Stages

We understand that financial planning needs can vary depending on your life stage. That's why we offer specialized services for different life stages, including:

• Starting Out: If you're just starting your career or building your family, we can help you create a foundation for long-term financial success.
• Young Family: As your family grows, we can help you navigate the challenges of raising children and saving for their education expenses.
• Established Family: If you're an established family with older children, we can help you focus on saving for retirement and achieving your long-term financial goals.
• Retiree: In retirement, we can help you ensure that you have a steady income stream and that your assets are distributed according to your wishes.
• Single: If you're single, we can help you create a personalized financial plan that addresses your unique needs and goals.

Resources

We're committed to providing our clients with the resources they need to make informed financial decisions. Our website features a range of financial calculators, a comprehensive financial library, and links to government websites and forms. We also offer regular newsletters and seminars to keep our clients informed about changes in the financial industry and how they can affect their financial plans.