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Home > Financial Planner Directory > Ohio > Cincinnati > Carol A. Hoffman, MBA, CFP®

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Carol A. Hoffman, MBA, CFP®

Clear Perspectives Financial Planning, LLC

9545 Kenwood Road
Suite 402
Cincinnati, OH 45242
Phone: (513) 469-8400
Fax: (513) 469-8401

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Career Change
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Getting Married
Identity Theft
Mutual Funds
Job Loss
Real Estate
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Sudden Wealth
Men's Finances
Nontraditional Households
Women's Finances

How Planner Charges

Fee Only

Considerations: Fees are based on assets under management. Full financial planning is provided as part of assets under management fee when assets managed exceeds $250k.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.