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If you need expert help give me a call for some free advice at 214.706.0839.
My specialty is working with business owners who need individual financial planning and the extensive planning necessary to address every need of their business including executive fringe benefits, business continuation and succession and employee benefit programs. Integrated into each client’s planning are the themes of wealth accumulation, tax efficiency, asset preservation and wealth transfer strategies. I also help clients limit their liability and their tax burden across various business entities, through careful and customized asset protection strategies.
Lora Hoff* is a CERTIFIED FINANCIAL PLANNER™ who provides wealth and risk management, tax and investment strategies, employee benefits, business and succession planning, estate and trust planning, legacy preservation and charitable planning. She is steadfastly focused on helping business owners and wealthy families achieve their financial goals.
Practice built on long-term client relationships.
- Specializing in Tax Efficiency Strategies ·
- Portfolio diversification and wealth protection
- Provides a secure client web portal
Legal Disclaimer: The information contained in this website is for general information purposes only. The information is provided by Plus Associates and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Every effort is made to keep the website up and running smoothly. However, Plus Associates takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control. Each firm presented on this website is not legally responsible or liable for another firm’s misconduct or negligence as they are not legally associated in anyway except for the sharing of office space.
*Securities and investment advice offered through Investment Planners, Inc. (Member FINRA
and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.
Neither Investment Planners, Inc. nor IPI Wealth Management, Inc. are affiliated with Plus Associates and do not offer tax or legal advice. Please consult your tax/legal counsel for assistance.
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