Catherine Hoffman, Esq., Private Wealth Manager for Creative Planning (formerly Castle Wealth Advisors), works directly with clients to develop and implement comprehensive financial plans to meet client needs. Catherine coordinates estate and tax planning, business succession planning and comprehensive goal setting. Catherine owned her own law firm for 27 years, is a Civil Mediator, previously owned shares and served on the Board of Directors of her family’s closely held business and is active on several Not-for-Profit Boards. She has passed the Indiana, Pennsylvania, and Florida Bar Exams.
Succession Planning – How to Retire Healthy