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8 E. Dawes Ave.
Bixby, OK 74008

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Hoffmann Wealth Management

(918) 369-8007

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Financial Resource

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*

I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you're receiving.

* Social Security Administration

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

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Do You Owe The AMT?

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Errors and Omissions Insurance

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Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Latte Lie and Other Myths

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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