Lora Hoff

Lora Hoff Email and Phone Number

Wealth Management Advisor @ Wealth Partners Alliance
dallas, texas, united states
Lora Hoff's Location
Plano, Texas, United States, United States
Lora Hoff's Contact Details

Lora Hoff personal email

n/a
About Lora Hoff

I am a CERTIFIED FINANCIAL PLANNER and CERTIFIED PRIVATE WEALTH ADVISOR in the Dallas area. 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.Specialties: Asset protection, wealth accumulation, tax efficiency strategies, qualified plan design, coordination of total financial picture to gain efficiencies

Lora Hoff's Current Company Details
Wealth Partners Alliance

Wealth Partners Alliance

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Wealth Management Advisor
dallas, texas, united states
Website:
wealthpartnersalliance.com
Employees:
12
Lora Hoff Work Experience Details
  • Wealth Partners Alliance
    Wealth Management Advisor
    Wealth Partners Alliance Aug 2024 - Present
    Dallas, Texas, United States
    View
  • Ipi Asset Management Llp
    Cfp/Wealth Manager
    Ipi Asset Management Llp Jul 2006 - Aug 2024
    View
  • Stevens Financial Group
    Financial Planner
    Stevens Financial Group Jul 2004 - Jun 2006
  • Lincoln Financial Advisors
    Financial Planner
    Lincoln Financial Advisors Jul 1999 - Jul 2004
    View
  • Bank One
    Trust Administrator
    Bank One 1997 - 1999
  • Nations Bancorp
    Account Administrator
    Nations Bancorp 1995 - 1997
    View

Lora Hoff Skills

Wealth Wealth Management Wealth Accumulation Investment Advisory Retirement Planning Financial Advisory Asset Allocation Financial Planners Finance Financial Planning Employee Benefits Iras Series 7 Retirement Mutual Funds Small Business Investment Strategies Portfolio Management Fixed Annuities Asset Protection Estate Planning 401k Alternative Investments Cash Flow Communication Teamwork Series 63 Strategic Financial Planning Wealth Transfer Insurance Insurance Planning Risk Management Wealth Preservation Trusts Charitable Giving Investments Securities Asset Management Financial Services Certified Financial Planner Tax

Lora Hoff Education Details

Frequently Asked Questions about Lora Hoff

What company does Lora Hoff work for?

Lora Hoff works for Wealth Partners Alliance

What is Lora Hoff's role at the current company?

Lora Hoff's current role is Wealth Management Advisor.

What is Lora Hoff's email address?

Lora Hoff's email address is lo****@****off.com

What schools did Lora Hoff attend?

Lora Hoff attended The University Of Texas At Dallas, University Of North Texas.

What are some of Lora Hoff's interests?

Lora Hoff has interest in Economic Empowerment.

What skills is Lora Hoff known for?

Lora Hoff has skills like Wealth, Wealth Management, Wealth Accumulation, Investment Advisory, Retirement Planning, Financial Advisory, Asset Allocation, Financial Planners, Finance, Financial Planning, Employee Benefits, Iras.

Who are Lora Hoff's colleagues?

Lora Hoff's colleagues are Jennifer Gaskin, Kristin Weale, Mandy Haskell, Cfp®, Cdfa®, David Silva, John Saalfield, Trent Strong, Robin Ankeny.

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