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HistoryWe are one year old and running strong!SpecialtiesFinancial Planning* Our Planning Process Investment Management Retirement Planning Tax Strategies Insurance Education Planning Estate Planning Trust Services Corporate Retirement Plans Business Financial Services *Financial Planning offered through LPL Financial, a Registered Financial Advisor Paul Hoffman & Company, won't turn you away at the door, or relegate you to a call center simply because you don't meet a minimum account requirement. Instead, we commend you for recognizing that, even if you're just starting out, it's important to seek professional guidance. We develop a personal relationship with you, meet with you face-to-face and share our insight to help you protect what you have today as you continue to build for the future. Paul Hoffman & Company brings the knowledge, experience, judgment and integrity required to recognize what you need, and offer only those services that are truly in your best interest.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services

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