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Stuart Hunsicker and Andrew Cooke offer Investment Advisory Services through Purpose Driven Wealth Advisors, LLC (Richmond, VA), a Virginia Registered Investment Advisor. Purpose Driven Wealth Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Purpose Driven Retirement Planners is not a registered investment advisor and is independent of Purpose Driven Wealth Advisors, LLC. Insurance products and services offered through Stuart Hunsicker and Andrew Cooke, independent agents. Purpose Driven Retirement Planners, Stuart Hunsicker, Andrew Cooke and Purpose Driven Wealth Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
Stuart Hunsicker
Stuart’s dedication to financial planning was kindled by personal loss, understanding the stark consequences it can have on survivors. He leverages his talent for numbers and his commitment to helping others by guiding families toward financial stability and protection against unexpected life events.
Graduating in 2005 from Virginia Commonwealth University, Stuart now resides in Richmond with his wife, Andrea, their two children, and a bevy of unnamed cats. Balancing family life and client service, he indulges his love for sports by coaching girls’ basketball locally, exemplifying his commitment to his community and family.
JOIN US for a COMPLIMENTARY
Wealth and Wisdom Event
Limited Seating, Reservations are Required
Maximize Your Retirement
Join us for a private educational event where you’ll discover one of the most important pieces of the retirement puzzle: How to Stop Overpaying for Medicare and How Smart Roth Conversions Can Lower Your Future Taxes and Protect Your Retirement Income. This strategy can help you build a strong foundation of tax-free retirement income.
How To Plan For A Retirement You Will Love
How to use a small portion of assets to insure that you can pay for long-term care without going broke
How to pass your wealth to your loved ones in the most tax-advantageous ways possible
Strategies on how to structure your current portfolio in today’s market
How to build an estate plan that protects your legacy from probate
How to build an income plan that you, nor your family will outlive
During this event, you'll enjoy a glass of wine and learn...
Plus enjoy wine during class!
Thursday, March 6th
at 6:30 PM
Save the date
social begins at 6:00 PM
Where
Thompson Barn
11184 Lackman Road, Lenexa, KS
Event Details
About Your Host
Join Us!
Aligning Social Security with your other resources so they support your goals as one unified plan reinforcing your retirement goals
How to use Roth accounts to provide a tax-free inheritance for your heirs while minimizing your own lifetime tax liability.
Minimize taxes with smart withdrawal and asset allocation strategies
Discover how a single dollar of "extra" income can trigger thousands in Medicare surcharges and how to stay just below the threshold.
Strengthening the durability of your retirement income while managing overall risk
During this event, you'll learn...
Tuesday, June 23rd @ 6:00 PM
OR
Wednesday, June 24th @ 6:00 PM
Save the date
Where
Virginia Tech Richmond Center
2810 North Parham Road Richmond, VA 23294
Event Details
FOUNDER, Certified Financial Fiduciary®, ChFC®, ChFEBC, FRC, IRMAACP®, NSSA®, CMFA®, RICP®, TPCP®, CLU®, CertCFC®
Where
Virginia Tech Richmond Center
2810 North Parham Road, Richmond, VA 23294
Wine, water, and snacks will be provided for you to enjoy!
Save the date
Tuesday, June 23rd @ 6:00 PM
OR
Wednesday, June 24th @ 6:00 PM
Can't make these dates? We are also hosting events on January 22nd and 28th.