Hunter-Gray Financial Services Inc.
Clientele

Our specialties are Retirement Planning and Estate Planning.  Therefore 80% of our clients are either retired or will be within 15 years.  They are individuals just like you.  They have worked hard and:

• Have acquired portfolios in excess of $250,000
• Wish to distribute their estate in a planned tax-effective manner to the benefit of their heirs
• Would rather enjoy retirement (grandkids, travel, golf, etc.) than spend that precious time watching markets

Who Should NOT Deal with Hunter-Gray Financial

• Individuals looking to out perform their neighbour (a.k.a. performance junkies)
• Individuals that do not listen to other professionals (i.e. Those that continue to smoke when their doctor tells them they have emphysema)
• Individuals trying to "time" the market
• Individuals looking for Five Hot Funds to buy NOW
• Individuals that are looking for another financial advisor when they already work with two or three (you wouldn't have two family doctors - conflicting advice can kill you)
• Individuals that will not disclose their financial questions or concerns
• Individuals focusing on the short-term