June 2019 - Taylor Hoffman (804) firstname.lastname@example.orgClient LoginToggle NavigationAbout UsTeamCareersNews and UpdatesAnnouncementsIn the PressWealth ManagementCapital ManagementConferenceResourcesFinancial Planning BlogMarket CommentaryFrequently Asked QuestionsDownloadable ContentContactJune 2019HomeJune 2019Did You Know? Naming a Beneficiary on Real Estate Holdingsby Taylor Hoffman|28 June 201901 July 2019|Financial Planning BlogWe love to hear your input! The idea for this blog came directly from a recent conversation with a client. If there are any topics you’d like to learn more about please let us know! Earlier this year we wrote...continue readingScholarship America Blog – “Tips for Managing Money in College”by Taylor Hoffman|18 June 201908 October 2019|Featured Publicationscontinue readingAce Your Investmentsby Taylor Hoffman|11 June 201911 June 2019|Financial Planning BlogFour lessons from the pros to impact your portfolio. If you sampled the average conversation on golf courses around the country, you're likely to hear bold predictions on the break of the green and the break of the market. At...continue readingNewsletterEmail* Passion breeds excellence.