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.
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A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The true cost of raising a child may be far more than you expect.
It's important to understand the pros and cons when considering a prepaid debit card.
A few strategies that may help you prepare for the cost of higher education.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The market is as unpredictable as the weather. We’d love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.