Basic Information
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Company
Capitol Wealth Strategies -
Phone
512-651-2970 -
Email
thoffman@cwsplanning.com -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
As a business owner,
1) Do you have a date for the day you will sell your business?
2) Do you know for how much?
3) and do you have a buyer identified?
For Executives and Families
1) Do you have a plan to make sure you money will got uninterrupted in retirement?
2) What if last week was your last paycheck, what would you do? -
Unique Selling Proposition
I help Business owners, Executives, and Families, with their concerns around outliving their savings, insufficient retirement funds and other investment risks so they can live their best life with financial independence, wealth accumulation and retirement security.
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Title
Financial Advisor -
Website
https://www.terrimhoffman.com/
Contact Information
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City / Town
Austin -
State
TX -
Zip
78746 -
Special offers to the group
30 minute Complimentary Financial Review Session -
Facebook Business Page URL
https://www.facebook.com/terrihoffmanclu/ -
LinkedIn Profile
https://www.linkedin.com/in/terrihoffman/
Education
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College / University
Widener University -
Graduation Year
1992