Broker Check


We recommend the materials below as an introduction to some of the big topics you may be thinking about. Feel free to contact us directly with any other questions or specifics you'd like to discuss. 

New: Find Carol Hoffman quoted in the Wall Street Journal! Behind on Retirement Savings? It’s Not Too Late to Catch Up (WSJ, July 2018)

Life Planning 

Spend Less Than You Earn

Know Your Retirement Accounts

Make an Impact

Save for Education

Pay Down Debt

Get Insurance

Plan for the unexpected (estate planning)

  • For everyone, regardless of income and wealth:
    1. Will
    2. Living Will (advanced medical directives)
    3. Financial Power of Attorney
    4. Health Care Power of Attorney

Updated in July 2018.