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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Terra Hohf, CFP®

 

(800) 345-4783

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About Terra

Terra partners with families and individuals to work toward building their financial futures for the better. She enjoys forming relationships with clients that go beyond crunching numbers. As a financial adviser, she provides comprehensive wealth management services such as monitoring client investment portfolios as well as retirement and tax planning.

Terra is a CERTIFIED FINANCIAL PLANNER™. She has been a key part of Advance Capital since 2007.

Terra earned a BBA in Finance from Western Michigan University. She is a member of the National Association of Professional Women and Inforum. Additionally, she volunteers for the Susan G. Komen Foundation, the Boys & Girls Club and Forgotten Harvest.

Connect with Terra on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BBA in Finance from Western Michigan University

ADVISER Q+A

What do you consider among your greatest accomplishments?

How would you describe Advance Capital’s culture?

What does it take to be successful in your role?

What makes your client experience unique?

FUN FACT!

Every year, Terra chooses one big, meaningful goal to achieve. Her past accomplishments include earning her CFP® designation, running the Detroit marathon and taking a mission trip to assist in the ongoing rebuilding efforts in Haiti after the 2010 earthquake. She’s always looking for ideas for her next challenge.