National Retirement Planning Experts

National Coverage
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Paul Hoffman

400 N Richmond St Suite F

Appleton, WI 54911

920-733-4453

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.

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General Information

Firm Start Year

2022

No. of Employees

2-4

CRD#

1219596

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

All States

Years of Experience in Financial Services

40

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

Services

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

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

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

CFP®

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

Fee-Based

Compensation Methods

Commissions

Disclosures

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


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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.