Broker Check

Hundly-Burn Newton, NJ

 
 
 
  • 350 Clark Drive Ste 303, Mount Olive, NJ 07828
  • (973) 940-0175

Services for Individuals and Families

For our individual and family clients, we address many financial and tax management planning issues including growing their wealth, preserving their wealth, distributing their wealth during retirement, planning the tax-efficient transfer of their wealth to their heirs and/or charitable organizations, risk management solutions, utility management solutions, lending/financing evaluation, tax planning, income tax return preparation, estate & trust tax preparation, representation before the IRS and state/local taxing authorities and other issues.

Through a holistic approach, we work together with clients to develop customized strategies based on our client’s unique needs. Our belief is that our clients are in the best position to navigate the future risks and opportunities to their financial goals if all of their advisors are working together to bring their respective knowledge and expertise to the team.

The firm offers the following products and services for individuals and families:

Tax

  • Tax Planning and Income Tax Return Preparation
  • Estate Planning and Estate & Trust Tax Preparation
  • Representation before IRS and State/Local Taxing Authorities
  • Electronic Filing
  • Personal Financial Statement Preparation

Investments

  • Individual Stocks and Bonds
  • Mutual Funds and Exchange Traded Funds
  • Private Company Investments
  • College Savings Plans (529 Plans)
  • Other Investments

Insurance

  • Fixed and Variable Annuities
  • Personal Property & Casualty (Home, Auto, Umbrella, etc.)
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Planning Services

  • Retirement Planning
  • Income Planning
  • Education Planning
  • Tax Reduction Planning
  • Risk Management Planning
  • Debt Management Planning
  • Utility Management Planning
  • Estate Planning
  • Cash Flow Analysis
  • IRA and 401(k) Rollovers
  • SEP IRAs
  • SIMPLE IRAs

Investment and financial planning services are offered by James Hundley Ethan Hundley, and Courtney Burn as registered representatives of The Investment Center, Inc. and investment advisor representatives of IC Advisory Servivces, Inc.