Some of Life's Questions

  • Are you second guessing your financial plan?
  • Do you wonder if your retirement account is invested properly?
  • Do you wonder if you will ever be able to retire?
  • How will you get income in retirement?
  • Can your investments handle another 10 years like the last 10 years?
  • Are you worried about the debt of the country? What will happen to our children’s future?
  • Do you spend time thinking about your investments, but just do not know what to do?
  • Are Municipal bonds a good investment? What are your options?

You may have spent a lot of time thinking about these questions. If you have, you are not alone. You may have said to yourself, “Yes, I am smart enough to do this, but I just don’t have the time!” Also you may be like many others who simply find investments uninteresting or just plain boring!

This is where we can help. At Hofslien Wealth Services, our professionals attempt to take the burden of these decisions away from you. This allows you to concentrate on your family, job, hobbies and other things in life, knowing that your investments are being monitored. We work with a variety of clients. Some are as follows:

  • Small business owners
  • Corporate executives
  • Young people just starting to invest
  • Those who want a second opinion on their retirement account
  • Anyone who has changed jobs and wonders what to do with their 401K/403b
  • Those going through a divorce
  • People who are close to retirement
  • Those who are currently retired

If you are looking for a “down-to-earth” financial advisor, but one who also keeps up with current events, then we are it! We promise to keep things simple, keep you informed and always communicate with you. We take great pride in truly being an advisor for you.

Thank you.

Paul Hofslien, CFP

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices generally rise. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes. Income from taxable municipal bonds is subject to federal income taxation; and it may be subject to state and local taxes. Municipal securities typically provide a lower yield than comparably rated taxable investments in consideration of their tax-advantaged status. Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Please consult an income tax professional to assess the impact of holding such securities on your tax liability.

 

4 Key Estate Planning Documents Everyone Should Consider

Video Cover 4 Key Estate Planning Documents

 

No matter what stage of life you’re in, we can help you achieve the security and freedom to pursue the things that matter most to you. Your journey begins now. Let us help you get on your way.