Financial Advisor
Melissa Hoffman, CFP® AIF®
Chief Compliance Officer
Direct Dial/Text: 832-944-8939
Main Office: 281-277-6400 x228
Fax : 281-277-1616
Email: mehoffman@dearborncreggs.com
The people I work with envision enjoying life and retirement without financial concerns. To get there, they have set a plan in place.
You work hard for your money and life should not be this difficult to plan for. It can be confusing where to start. Understanding the well-meaning advice you hear can be a challenge. Overwhelmed, you put it off another year!
Now is the time to let your money work hard for you. As a CERTIFIED FINANCIAL PLANNER® professional I work with individuals and families to help maximize their resources and reach life goals.
Let’s meet to discuss your needs and see if I am the person to best help you. The first step is to simply talk and get to know each other. CLICK HERE to schedule time. From there, if we agree, we will gather information, evaluate, and collaborate to develop a custom financial plan for you.
Schedule for a phone, video or in person meeting at no cost.
Watch this brief video to learn more about how a CFP® can help guide you.
Start today by setting up time to meet . Look forward to stepping into the next phase of your life with confidence.
Melissa earned an MBA in Global Business from The University of Houston and a BS from The Pennsylvania State University in International Business and French. In addition to her designation as a CERTIFIED FINANCIAL PLANNER® professional – CFP® and as an Accredited Investment Fiduciary – AIF® she holds FINRA Series 6, 7, 63 and 65 securities registrations through Lincoln Investment and has life and health insurance licenses in Texas. She has successfully completed several educational and community programs, including the Certified Financial Planning Certificate Program at Rice University, the Leadership Excellence for Non-Profits Program at Rice University and the Fort Bend Chamber of Commerce Leadership Program. She is currently on the Board of Directors of the Fort Bend Chamber of Commerce and in the past has served as a board member and volunteer with The City of Sugar Land, Keep Sugar Land Beautiful, Keep Texas Beautiful and Fort Bend Master Swimming among others.
