National Retirement Planning Experts

National Coverage
Local Professionals


Paul Hoffman

400 N Richmond St Suite F

Appleton, WI 54911


About Next Third Retirement Coaching

Over the years we have seen people struggle with preparing a solid retirement plan. This struggle may be due to the complexity of the planning process, a lack of confidence, or feeling overwhelmed.

At Next Third Retirement Coaching our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life. We will help you determine the best use of income and assets to pursue your goals and expectations, helping to build confidence in your transition plan. We bring over 40 years of professional experience, communication skills, and technology tools, as well as collaboration with other dedicated professionals.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Name of Broker/Dealer

LPL Financial

States Licensed in

All States

Years of Experience in Financial Services


Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, Wealth Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Financial Planning, Retirement Planning, Money Management


Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Phone, Your Office, Video Conference


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 4, Series 53, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Annuity, Health, Life, Long Term Care, Variable Life, Variable Annuity

Compensation and Fees

Fee Structure


Compensation Methods


Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.