Team

Nick C. Hoffmann, CPFA

Wealth Advisor, LPL Registered Principal

(918) 364-3075

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...

A Penny Saved is Two Pennies Earned

October 31, 2018

This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...

Five Takeaways on October’s Rough Ride

October 25, 2018

October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve sure seen it so far,” explained...

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand an... Learn More

Office:	(918) 369-8007
Fax:	(918) 364-3075