Lora Hoff is a business owner who delights in making a positive impact in the lives of others. She feels that her experience gives her unusual insight to bring the tax and investment strategies utilized by Fortune 500 companies to the individual practitioner. She has an impressive track record and a great reputation for success.
Why does she advise medical professionals? Well, it's a world she knows well: she used to manage a doctor's office. She worked for a plastic surgeon, coordinating billing, patient and surgery schedules, insurance, and presentations for medical conferences.
|In 1996, she entered the banking world to become a trust account specialist. She worked for two North American banking giants, managing the investment allocation and administration of retirement plans and trusts established by multimillion-dollar corporations and wealthy families.
Subsequent CFP courses at the University of North Texas and training in insurance and financial planning prompted her to start her own financial planning business. This way, she could bring medical professionals candid, straightforward financial planning, without pressure and with an emphasis on relationships. Away from work, this Plano resident stays active raising three boys with her husband Joshua.
*Securities and investment advice offered through Investment Planners, Inc.
(Member FINRA/SIPC) and IPI Wealth Management, Inc.
226 W. Eldorado St
Decatur, Il 62522