I help my clients be proactive with respect to their financial future. First, we define their goals (retirement, college expenses for children, or a home down payment to name a few). Next, we put together a written “road map” to decide how much, for how long, and which investments are appropriate. Lastly, my clients follow the “road map” to help them achieve those goals* – whether it is sending their kids to college or finally being financially stable enough to stop working, if they choose.

Besides the spectrum of investments available to us, we also help our clients protect themselves against tragedies that may occur – the loss of a job, the death of a spouse, or even those unexpected expenses that come up.

Kris Hoffman is from the area, born and raised in Fort Atkinson, Wisconsin, approximately 45 minutes from Madison. She is a graduate of UW – Whitewater, with a bachelor’s degree in Marketing. Kris has been with Ameriprise Financial since 1998 and is licensed/registered to do business in Wisconsin, Iowa, Maine, and Minnesota. She enjoys meeting with people to help them stay on track to accomplish their goals. She resides in Oregon, Wisconsin with her husband (Terry), step-daughter (Mallory) and son (Jackson). In her free time, Kris enjoys her hobby, photography, and spending time with her family.

Financial advisory services and investments available through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

*Ameriprise Financial cannot guarantee future financial results.