Lora Hoff, CFP, CPWA
Dallas, TX
Specialties: Asset protection, wealth accumulation, tax efficiency strategies, qualified plan design, and coordination of total financial picture to gain efficiencies
Lora Hoff is a business owner who delights in making a positive impact in the lives of others. She has been operating her own wealth management firm for the last 20 years. Prior to this, she worked for several years of in banking & trust which gave her unusual insight to bring the tax and investment strategies utilized by Fortune 500 companies to her individual clients. She has an impressive track record and a great reputation for success.
Lora's specialty is working with business owners who need individual financial planning and the extensive planning necessary to address every need of their business in a coordinated and efficient manner, from business continuation and succession to employee benefit programs. Integrated into each client's planning are the themes of wealth accumulation, tax efficiency, asset preservation and wealth transfer strategies. She also helps clients limit their tax liability and tax burden across various business entities through careful, customized, asset protection strategies.
Lora has been recognized numerous times as one of the Dallas/Fort Worth Five Star Wealth Managers by Texas Monthly Magazine *, as well as in The Wall Street Journal. She is a member of the Financial Planning Association and on the DFW FPA Pro-Bono Committee. Lora is also on the DFW FPA Media team and is an occasional contributor for The Dallas Morning News and it's financial blog as well as being quoted in numerous national financial publications.
Away from work, Lora enjoys spending time with her husband, three sons, and her cat, Templeton at their home in Plano, Texas. She is also a voracious reader and whenever possible she loves traveling to cultural and historical locales.
*The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.