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Hello. I'm Tor Hotham

My first priority is to learn more about you, your family, and what’s most important to you. As a Certified Financial Planner® and an Accredited Investment Fiduciary®, my primary commitment to my clients is to fully understand their personal and financial situation, their goals, their dreams and their aspirations. This understanding, as well as open and honest communication, are the cornerstones of the lifelong partnerships that I strive to achieve with my clients and their families.

MY STORY
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<p>My Approach</p>

My Approach

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

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My Services

Retirement

Through my comprehensive approach, I'll develop customized retirement strategies that address your individual needs and goals.

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Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

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Estate

No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.

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<p>Ready for the next step?</p>

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

Quotes We Live By

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.

-Franklin D. Roosevelt

An investment in knowledge pays the best interest.

-Benjamin Franklin

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