Carol  Hoffman

Carol Hoffman

| MBA, RFC, CFP®

Clear Perspectives Financial Planning

(513) 469-8400

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Fee-Only Financial Planner with clients cross the United States and many other countries globally.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Free first consultation
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Women's Wealth

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9545 Kenwood Rd
Ste 402
Cincinnati, OH 45242

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Carol Hoffman is based in Cincinnati, OH, and is a Fee-Only Financial Planner serving clients in many different states and countries. Clear Perspectives Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Carol Hoffman is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional, and has her MBA in Finance from Indiana University.

Carol A. Hoffman has been a finance manager for 30 years and completed her MBA in finance at Indiana University prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Carol developed financial analysis and leadership experience in global business management and global audit positions in a Fortune 5000 company before she became a financial advisor 10 years ago. She managed hundreds of millions of dollars in business profits, commodities positions, supply chains and acquisitions at the Procter & Gamble Company prior to becoming a Principal and Chief Investment Officer at Clear Perspectives Financial Planning. Carol lives in Montgomery, Ohio with her husband John. They have two grown children.

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Clear Perspectives Financial Planning is a group of expert financial advisers centrally located in Cincinnati, Ohio, and serving clients throughout the United States and internationally.

We are fiduciaries and CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® certification includes background checks and a ten-hour exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own and we must disclose any possible conflict of interest. That is how we designed our business, and we would never have it any other way. Our clients benefit from total transparency, peace of mind, and high-quality, diversified investments at a low cost.

We want to help you achieve your financial goals. Call us at (513) 469-8400 to talk more or schedule an appointment. Our initial meeting together is free and we will address your most pressing questions. 

Comprehensive Financial Planning

We listen attentively to your circumstances and values, and help you craft a plan that is personal to you and your family. We will perform a detailed analysis of all facets of your financial life, including investments, cash flow, debt, and legacy planning; this is known as comprehensive financial planning. We like to refer to the mind map below to review important areas with you.

 

 

 

 

 

 

 

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