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Lora J. Hoff, CFP®

IPI Wealth Mgmt, Dallas

10440 N Central Expwy
Ste 1040
Dallas, TX 75231
Phone: (214) 706-0839
Fax: (214) 764-3098

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Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Generally charge a flat fee for planning itself and/or assets under management

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