by LIZ ONUFER | photos provided by Ameriprise Financial

Personalized Preparation

mp_ameriprise_mattThe length of retirement in the 21st century is growing. “These days, it’s not unusual for retirement to last 20 to 30 years – or even longer,” stated Matt Hunt, financial advisor for Ameriprise Financial. For some, this may seem like a daunting planning task, but by breaking the process into doable steps, “We can help take the uncertainty out of planning for your financial future,” Matt assured.

With 22 years of experience, Matt knows the financial planning industry. “I think the most important thing, aside from saving a sufficient amount, is to partner with someone to track progress towards the goal on a semi-annual basis,” he said. Supplementing a retirement plan with after-tax savings, like a Roth IRA or municipal bonds, is a key piece to the savings plan. “It’s all about tax-efficiency when it comes down to re-creating a paycheck when you stop working,” Matt acknowledged.

Ameriprise Financial was founded in 1894 by John Tappan in Minneapolis, MN. His goal was to help average Americans achieve financial success and create a secure foundation for their future. Today, Matt Hunt stays committed to the vision of Ameriprise’s founder, always putting the customer’s needs first. “We stand out in the industry because of our commitment to the financial planning process and world-class service to our clients,” he said.

“Financial planning is an ongoing, comprehensive process.”

Matt emphasized, “Financial planning is an ongoing, comprehensive process that takes into account all six areas of an individual client’s situation.” Those areas are: financial position, protection planning, accumulation planning, tax planning, retirement planning, and estate planning. This extensive planning begins with Ameriprise’s Confident Retirement® approach. “It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy,” Matt said.

Matt not only helps the community plan for secure financial futures, he also serves several nonprofit and youth sports organizations. A 4S Ranch resident since 2002, Matt coaches for the local Little League, is active in Becky’s House YWCA, and also serves on the planned giving board at Cathedral Catholic High School.


Name of Business: Matt Hunt Ameriprise Financial
Owner: Matt Hunt
Years in Position: 22
Year of Establishment: 1894
Address: 16313 Fox Valley Dr., San Diego, CA 92127
Phone: 858-735-0303
Description of Business: Financial planning and private wealth advisory.