Broker Check

David Hoffert
4540 6th Avenue SE
Lacey, WA 98503

360-486-3879

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

David Hoffert, TwinStar Financial Advisor

Under the Resources tab you can easily find information on investment, insurance, tax and estate planning. These are the core areas of a comprehensive financial plan.

Check back daily for the latest market data, news and commentary. You can even check the investments in your Cetera brokerage account by using the link provided on the upper right hand corner.

As a college senior, I began my career interning for Prudential Financial in Olympia.  In 2000, after graduating with a BA in Finance and Administrative Management from Saint Martin's University, I worked as a Financial Planner with Metlife Securities.

In 2005 I joined the TwinStar Financial Advisors team. I am committed to serving as a local source of sound financial information and will be happy to meet at the branch convenient for you.

Please feel free to let me know if there is additional information I can provide that is of interest to you.





Helpful Content

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Rebalancing Your Portfolio

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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

A Primer on Dividends

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Critical Estate Documents

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Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Use this calculator to estimate your capital gains tax.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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What does your home really cost?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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