Profile
JAMES E. HUNDMAN
ListedTax Planning and Wealth Planning in Carefree, AZ
About
About
James E. Hundman is associated with Hundman Wealth Planning, LLC, a Carefree, Arizona firm focused on financial planning, wealth management, and tax-related planning.
The firm highlights tax planning, retirement planning, and estate planning as part of its broader wealth planning work.
James E. Hundman is associated with Hundman Wealth Planning, LLC, a Carefree, Arizona firm focused on financial planning, wealth management, and tax-related planning. The public firm materials describe a process centered on understanding each client's needs, wants, and long-term goals before developing a strategy.
The firm highlights tax planning, retirement planning, and estate planning as part of its broader wealth planning work. Source materials also state that James Hundman is an accountant who provides tax services separate from the securities or advisory services offered through Hundman Wealth Planning, LLC.
Hundman Wealth Planning is described as family-owned and operated, with an emphasis on minimizing taxes and maximizing wealth transfer while helping clients plan for future goals.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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