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Stuart Hunsicker offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient 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 Gradient Advisors, LLC. Insurance products and services are offered through Stuart Hunsicker, independent agents. Purpose Driven Retirement Planners, Stuart Hunsicker and Andrew Cooke and Gradient 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.
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 eliminate future tax obligations from your retirement accounts by paying taxes up front. Learn how 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 Hosts
Join Us!
Aligning Social Security with your other resources so they support your goals as one unified plan reinforcing your retirement goals
Understanding how Social Security rules affect your lifetime benefits
Minimize taxes with smart withdrawal and asset allocation strategies
Discover how to turn your savings into reliable retirement income
Strengthening the durability of your retirement income while managing overall risk
During this event, you'll learn...
Thursday, January 22nd @ 5:30 PM
OR
Wednesday, January 28th @ 5:30 PM
Save the date
Where
Virginia Tech Richmond Center
2810 North Parham Road, Richmond, VA 23294
Event Details
FOUNDER, Certified Financial Education Instructor℠, ChFEBC℠ , CEPA®,CLU®, CLTC®, ASBC®, TPCP™, CRPC™, CMFA®, Certified Financial Fiduciary®, IRMAACP®, CFEI®, MFP Master Financial Planner®,ChFC®, CRPS®, RICP®, CERTCFC®
Where
Virginia Tech Richmond Center
2810 North Parham Road, Richmond, VA 23294
Wine, water, and snacks will be provided for you to enjoy!
Thursday, January 22nd @ 5:30 PM
OR
Wednesday, January 28th @ 5:30 PM
Save the date
Can't make these dates? We are also hosting events on January 20th and 21st.
