Carol Hoffman (CFP®, MBA, RFC)

Carol Hoffman focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

Because many of us worked at Procter & Gamble, we have deep knowledge of corporate compensation plans, stock options, net unrealized appreciation techniques, etc.   We also have experience in small business planning, and pension planning for teachers, health care and civil employees.   

Our clients include married and unmarried couples, widowers, widows, divorced and single clients.

We plan all elements of your financial life, including estate planning, insurance, taxes, investments, education funding, charitable giving and debt management.  Please see our website for a picture of our services.


Additional Information

Our clients meet with an advisory team that includes a male & female advisor together to better understand your views, goals, questions and priorities. Our goal is that every client feels completely differently about their financial plan within the first twelve months.  We don't judge anything that has been done in the past; we only look forward to what you want today and in the future and build a plan around that.   We have many tools, including planning software, social security analytical software, investment planning and analysis software and our MBAs in finance help us more deeply understand how to get the best results for each clients' unique situation.  We use pictures and colors to help bring the discussion to life for our clients instead of using jargon.  Our annual cash flow planning and tax planning with our clients help them get the lowest tax rate over the long term, which is part of what makes our financial planning team different from the big old fashioned firms.  

NAPFA Start Date

August 09, 2007


This Office

10300 Alliance Rd Ste 460 Blue Ash, OH 45242-4761 Phone: (513) 469-8400