Broker Check

David Hoffert
4540 6th Avenue SE
Lacey, WA 98503

360-486-3879

 

A Client-Centered Approach

It's all about you. I'm here to help you: 


  • Save for retirement -- before and during retirement years
  • Protect your family or business with risk management solutions
  • Save for college expenses
  • Minimize taxes through tax-advantaged investing
  • Create lifetime income strategies 
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security
  • Preserve your wealth
  • Fulfill your charitable wishes