“Helping families achieve their unique personal goals, hopes and dreams...”

Jeff Hockert, CFP, Sr. Vice President

When clients are “professionally coached,” you can create, implement and maintain a well-conceived financial plan. This plan is a compass for the future, and with the assistance of a coach, people can enjoy a less stressful life today, while achieving extraordinary results tomorrow.

That's why Jeff proudly describes himself as “a financial coach assisting clients who desire real wealth creation with a long-term perspective.”

For most people Jeff works with, the financial planning process is primarily driven by three powerful objectives:

1. Desire for financial independence – successful people want enough money to do what they want, when they want.
2. Ability to leave a family legacy – successful people want to ensure that what they have worked so hard for goes to the ones they love.
3. Desire to make a charitable difference – successful people want the ability to use wealth and influence to make a positive impact on society.

Jeff is a Certified Financial Planner who recognizes client’s needs for safe, secure investing. His philosophy focuses on mitigating market risk while at the same time growing the asset base. After 15 years as a Financial Advisor, Jeff’s passion for helping families assist kids through college and secure a successful retirement is at the forefront of every financial plan. Listening to his clients is his greatest strength.
 
Jeff and his family live in Plymouth where they are very active in church, kids sports, and outdoor activities.

*Securities Licenses are held at Linsco/Private Ledger, Member FINRA/SIPC

Securities offered through Linsco/Private Ledger. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with Linsco/Private Ledger.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.