DJ Hunt

Financial Advisor & Chief Compliance Officer

CFP®

Moisand Fitzgerald Tamayo, LLC6767 N Wickham Rd, Ste 500, Melbourne, FL 32940

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

You manage a lot of people and you take great care of them. It can be easy to overlook your own blind spots. My team and I have your back so you can focus on your own professional priorities.

Pre-Retiree

At some point in the future, you will turn off a steady paycheck and turn on portfolio distributions to fund your lifestyle. We help you maximize: - A plan to convert savings into sustainable income streams using investments, Social Security, pensions, and other assets. - Guidance on how and when to withdraw from different accounts to help extend portfolio longevity. - Analysis of Social Security claiming strategies to help maximize lifetime benefits. - Coordinating withdrawals from taxable, tax-deferred, and Roth accounts to manage life-time tax exposure, not just paying the least amount possible each year. - Preparing for longer life expectancy and potential healthcare or long-term care expenses.

Retirees or Seniors

Taxes, cash flow, investments, insurance, estate planning... We help you maximize everything in your life that has a dollar sign next to it.

Major Milestones I Specialize In

Career Changes or Job Loss, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Living and working on Florida's "Space Coast," many of my clients are literally rocket scientists! My team and I give expert financial planning, investment management and tax advice to all types of professionals working in and retiring from the aerospace and defense industries. We are fee-only advisors, never sell any products, and serve our clients as fiduciaries in ALL aspects of the relationship.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.