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GET YOUR COMPLIMENTARY FINANCIAL PLAN BY COMPLETING THIS FORM.

We're halfway through the year—how’s your plan looking? Fill out the form to learn how you can minimize taxes, reduce portfolio risk, and ensure you're on track for your retirement.

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Your Mid-Year Check In Includes:

RETIREMENT PLANNING

  • Review your income distribution plan including Social Security timing
  • Evaluate current taxable, tax-free, and tax deferred accounts
  • Assess life insurance needs and coverages
  • Review current saving and future spending needs

TAX PLANNING

  • Opportunities to potentially lower your taxes including a Roth conversion
  • Review current and future income tax liability
  • Strategies to minimize income tax exposure
  • Review withholding and estimated tax analysis

INVESTMENT PLANNING

  • Understand the current risk in your portfolio
  • Understand fees inside your existing retirement accounts
  • Review stock and investment options
  • Understand your current probability of success

ESTATE PLANNING

  • Explore long-term care options
  • Provide specific tax-savings recommendations
  • Examine tax-effective wealth transfer strategies
  • Analyze cash flow projections for surviving family members
Chris Hoffman in recording studio

Hoffman Financial in the media