Bunting Capital is a growing fee-based financial planning and investment advisory firm. As an independent Registered Investment Advisor, we are legally held to a fiduciary standard to put our clients’ interests ahead of our own. And that’s the way it should be when you partner with a financial advisor.
We work best with clients who share our philosophy and vision. We believe that comprehensive financial planning and investor behavior are the keys to inevitable, enduring wealth.
At our first meeting, we’ll talk openly and make sure we’re a good fit for each other.
Next, we’ll delve into your financial life. We’ll discuss your current cash flow needs and investment personality. We’ll review your current and proposed investment portfolio. We’ll dig into estate planning, insurance planning, taxes, and anything else important to you and your family, including mortgage strategies, education funding, Social Security planning and more.
Once we’ve explored each of these areas, we’ll integrate them into a complete financial plan designed just for you. Then we’ll continually update your plan at every annual review so you always know where you stand. We never stop recalibrating the details of your account and moving you toward your objectives. We communicate with you constantly, through whatever methods you prefer. We provide the degree of integration you require with attorneys, tax preparers, insurance professionals, and bankers.
All of these elements are delivered with the warmest client experience. It’s all designed to make you feel like everything is easy, everything is under control, everything is possible.