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Comprehensive Planning

We Develop Customized Financial Plans That Reflect Your Values and Our Knowledge

As a client of Wunsch Financial Services, you can feel confident that we put your interests first by using a personalized approach specific to your needs and goals. By understanding your entire financial history and current situation, we can develop a plan based on what you want to accomplish with the wealth you’ve worked so hard to accumulate.

As a trusted advisor with more than 30 years of experience, we can assist you in these and other areas:

  • Estate Planning
    Estate planning document(s) review
    Wealth transfer strategies
    Beneficiary review
    Philanthropic planning
    Charitable trust strategies
    Private foundations
  • Investment management
    Asset management strategies
    Tax-sensitive investments
    Concentrated stock strategies
  • Asset protection
    Life insurance analysis and review
    Disability insurance analysis and review
    Long-term care insurance

Planning is a complex process with many moving parts. Our experience allows us to identify potential issues, as well as opportunities, as we work to keep your plan relevant throughout life’s inevitable changes.

We work with your trusted outside professionals

Seeking to preserve your wealth and planning for the future may involve coordination with other professionals who can provide complementary areas of specialization. We have a long history of working with successful individuals and families to coordinate all aspects of their wealth planning by working with other trusted professionals including CPAs, attorneys and bankers.

Put a plan in place for your future. Contact us today to get started.

Services

  • Comprehensive Planning
  • Retirement Planning
  • Private Asset Management

Contact Us

Have a question or want to sit down with us?
Let us know and we'd be happy to help.

Get to know us

Wunsch Financial Services

Physical address:
2 Teton Springs Parkway, Suite 207
Victor, Idaho 83455

Mailing Address
970 West Broadway, #444
Jackson, Wyoming 83001

Phone: 307.200.2222
Cell: 307.690.1788
Fax: 307.200.2223
E-mail: JimWunsch@wfsjh.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC.

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