Nationally Recognized Excellence in Wealth Advising for
Wealth Advisor RichelleRichelle Hofer, Hofer, Wealth Advisor AWMA®, AAMS®, CRPC®, consults with client AWMA®, AAMS®, CRPC®, consults with client Michele Tweedy during a review appointment. Michele Tweedy during a review appointment.
Nationally Recognized Excellence in Wealth Advising for Women Richelle Hofer’s Intuitive Expertise Helps Clients Transition Financially In Times of Life-Changing Events
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n an industry dominated by men, Richelle Hofer has not only ment, divorce or widowhood. According to Richelle, “When I’m excelled as a Wealth Advisor with Cornerstone Financial working with couples, I counsel them to understand that they Solutions, Inc. in Sioux Falls, she has also been recognized both have a responsibility for the financial leg of their relationship. among an elite group of finanIt’s important to be proactive and not cial advisors in the nation recogwait until a transition takes place to nized for their commitment to the make plans. That way we can break it women’s market and service to their down and make it manageable even female clients. WomenCertified Inc. in difficult situations.” recently awarded Richelle with a She continues, “For women it’s coveted Women’s Choice Award for especially important. According to 224 N. Phillips Avenue, Suite 200, Sioux Falls Financial Advisors and Firms.* Even the National Center for Women and and 280 Dakota Avenue S. in Huron more impressive, she is the only Retirement Research between 80% 605-357-8553 financial advisor in South Dakota to and 90% of women will, at some point www.cornerstonefinancialsolutions.com qualify for this honor. in their lives, be solely responsible for A fourth generation South all household financial decisions.” For Dakotan, Richelle has more than a decade of experience working Richelle, her belief is that the position she holds is based on in financial planning. Specializing in both retirement and estate mutual trust, respect and even friendship. “I firmly believe that the planning, she especially enjoys working with individuals and cou- better I know you the better job I can do for you. There is nothing ples who are going through financial transitions such as retire- cookie cutter about financial planning.”
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Cornerstone Financial Solutions, Inc.
To that end, Richelle holds an extremely popular and well-attended annual Valentine’s Day celebration especially for her single female clients, a tradition going on eight years. “I love it that clients have become friends after meeting at the event. My job is to help clients live their life the way they want, and a big part of that is having fulfilling relationships, especially for women.”
"It's a tremendous honor to be recognized with a Women's Choice Award. I'm grateful that the team at Cornerstone makes helping women in transition a priority." ~Richelle Hofer
“It’s a tremendous honor to be recognized with a Women’s Choice Award. I’m grateful that the Experience Wealth Advisor, Financial Solutions, Inc. team atCornerstone Cornerstone makes helping women in Almost 12 years helping clients manage the complexities of wealth management. providing comprehensive financial planning for building, managing, preserving and transferring wealth. transition a priority.” Strong background in investment research, financial analysis and strategy. Member - Cornerstone Financial Solutions, Inc. Investment Committee –Richelle Hofer Community Involvement Experience City Council Member, City of Garretson, SD • Wealth Advisor, Cornerstone Financial Solutions, Inc. The Final Page Grow Garretson, Founding • Almost 12 yearsMember providing comprehensive financial planning for Garretson Commercial Club, Member building, managing, preserving and transferring wealth. Strong Garretson Area Historical Society & Heritage Museum
background in investment research, financial analysis and strategy.
• Member, Cornerstone Financial Solutions, Inc. Investment
Cornerstone Financial Solutions, Inc. The advisors at Cornerstone Financial Solutions, Inc. provide integrated, fullservice financial planning from offices in Sioux Falls and Huron, South Dakota. The firm focuses on client education and coaching with frequent reviews to ensure clients are on-track to realize their financial goals. Cornerstone’s foundation is providing an outstanding client experience in a family-like culture. With over twenty years in the business, the team at Cornerstone is backed by the power of Raymond James, one of the top financial institutions in the US. For more information or to schedule an appointment to discuss your wealth management options with Richelle call 605.357.8553 or visit www.cornerstonefinancialsolutions.com. Cornerstone Financial Solutions, Inc. is an independent firm with branches located at 224 N Phillips Ave, Ste 200 in Sioux Falls and 280 Dakota Ave S in Huron, SD. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
EducationCommittee College for Financial Planning Accredited Asset Management Specialist (AAMS) Community Involvement Accredited Wealth Management Advisor (AWMA) • City Council Member, of Garretson, SD Certified Retirement Plans City Counselor
• The Final Page Securities licensed: Series 7, 66 and Life & Health Insurance • Grow Garretson, Founding Member
Dakota State University • Garretson Commercial Club, Member Business Administration
• Garretson Second Saturday
Honors & Awards The Women's Choice Award Financial Advisor*, March 2016 Education Nominee - YWCA Tribute to Women - Tomorrow's Leader, March 2013
• College for Financial Planning
Richelle was born and raised in South Dakota and lives in Garretson with her husband, FR, their two • and Accredited Asset Management Specialist (AAMS®) boys, Mason Zachary, and a Morkie named Chief (after the Kansas City Chiefs). She enjoys attending her boy's sporting events, antiquing and relaxing with family and friends. • Accredited Wealth Management Advisor (AWMA®)
• Certified Retirement Plans Counselor (CRPC®) full-service financial planning. The advisors at Cornerstone Financial Solutions, Inc. provide integrated, The firm focuses on client education and coaching, with frequent reviews to ensure clients are on=track • Securities licensed: Series 7, 66 and Life & Health Insurance to realize their financial goals. Cornerstone's foundation is providing an outstanding client experience in a family-like culture. With University over twenty years in the business, the team at Cornerstone is backed by the • Dakota State power of Raymond James, one of the top financial institutions in the U.S. For more information visit • Business Administration www.cornerstonefinancialsolutions.com. Honors & Awards You've built your life. Let the• professionals at Cornerstone you build your financial legacy. The Women’s Choicehelp Award Financial Advisor*, March 2016 • Nominee, YWCA Tribute to Women – Tomorrow’s Leader, March 2013 Richelle was born and raised in South Dakota and lives in Garretson with her husband, JR, their two boys, Mason and Zachary, and a Morkie named Chief (after the Kansas City Chiefs). She enjoys attending her boy’s sporting events, antiquing and relaxing with family and friends.
You’ve built your life. Let the professionals at Cornerstone help you build your financial legacy. 224 N Phillips Ave, Suite 200, Sioux Falls, SD 57104
280 Dakota Ave South, Huron, SD 57350 * Award is based on 17 objective criteria such as credentials, experience, and favorable regulatory history. 605.357.8553 • cornerstonefinancialsolutions.com The inclusion of a financial advisor within the Women’s choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is *Award is based on 17 objective criteria such as credentials, experience, and favorable regulatory history. The inclusion of a financial advisor within the Woman’s Choice Award not a guarantee of future investment success. Raymond Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affilates and is not a guarantee of future James is not affiliated with the Women’s Choice Award, Information investment success. Jamesforis Financial not affiliated with the Women’s Cornerstone Choice Award,Contact WomenCertified, or the Women’s Institute for Financial Education. Opinions expressed in the WomenCertified, or the Raymond Women’s Institute attached Education. article are those of the author and are not necessarily those of Raymond James. All opinions are of this date and are subject to change without notice.
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Nationally Recognized Excellence in Wealth Advising for Women Richelle Hofer’s Intuitive Expertise Helps Clients Transition Financially In Times of Life-Changing Events
I
n an industry dominated by men, Richelle Hofer has not only ment, divorce or widowhood. According to Richelle, “When I’m excelled as a Wealth Advisor with Cornerstone Financial working with couples, I counsel them to understand that they Solutions, Inc. in Sioux Falls, she has also been recognized both have a responsibility for the financial leg of their relationship. among an elite group of finanIt’s important to be proactive and not cial advisors in the nation recogwait until a transition takes place to nized for their commitment to the make plans. That way we can break it women’s market and service to their down and make it manageable even female clients. WomenCertified Inc. in difficult situations.” recently awarded Richelle with a She continues, “For women it’s coveted Women’s Choice Award for especially important. According to 224 N. Phillips Avenue, Suite 200, Sioux Falls Financial Advisors and Firms.* Even the National Center for Women and and 280 Dakota Avenue S. in Huron more impressive, she is the only Retirement Research between 80% 605-357-8553 financial advisor in South Dakota to and 90% of women will, at some point www.cornerstonefinancialsolutions.com qualify for this honor. in their lives, be solely responsible for A fourth generation South all household financial decisions.” For Dakotan, Richelle has more than a decade of experience working Richelle, her belief is that the position she holds is based on in financial planning. Specializing in both retirement and estate mutual trust, respect and even friendship. “I firmly believe that the planning, she especially enjoys working with individuals and cou- better I know you the better job I can do for you. There is nothing ples who are going through financial transitions such as retire- cookie cutter about financial planning.”
2
A D V E R T O RIAL
|
Sio ux Falls Woma n Ma g a zine
Cornerstone Financial Solutions, Inc.
To that end, Richelle holds an extremely popular and well-attended annual Valentine’s Day celebration especially for her single female clients, a tradition going on eight years. “I love it that clients have become friends after meeting at the event. My job is to help clients live their life the way they want, and a big part of that is having fulfilling relationships, especially for women.”
"It's a tremendous honor to be recognized with a Women's Choice Award. I'm grateful that the team at Cornerstone makes helping women in transition a priority." ~Richelle Hofer
“It’s a tremendous honor to be recognized with a Women’s Choice Award. I’m grateful that the Experience Wealth Advisor, Financial Solutions, Inc. team atCornerstone Cornerstone makes helping women in Almost 12 years helping clients manage the complexities of wealth management. providing comprehensive financial planning for building, managing, preserving and transferring wealth. transition a priority.” Strong background in investment research, financial analysis and strategy. Member - Cornerstone Financial Solutions, Inc. Investment Committee –Richelle Hofer Community Involvement Experience City Council Member, City of Garretson, SD • Wealth Advisor, Cornerstone Financial Solutions, Inc. The Final Page Grow Garretson, Founding • Almost 12 yearsMember providing comprehensive financial planning for Garretson Commercial Club, Member building, managing, preserving and transferring wealth. Strong Garretson Area Historical Society & Heritage Museum
background in investment research, financial analysis and strategy.
• Member, Cornerstone Financial Solutions, Inc. Investment
Cornerstone Financial Solutions, Inc. The advisors at Cornerstone Financial Solutions, Inc. provide integrated, fullservice financial planning from offices in Sioux Falls and Huron, South Dakota. The firm focuses on client education and coaching with frequent reviews to ensure clients are on-track to realize their financial goals. Cornerstone’s foundation is providing an outstanding client experience in a family-like culture. With over twenty years in the business, the team at Cornerstone is backed by the power of Raymond James, one of the top financial institutions in the US. For more information or to schedule an appointment to discuss your wealth management options with Richelle call 605.357.8553 or visit www.cornerstonefinancialsolutions.com. Cornerstone Financial Solutions, Inc. is an independent firm with branches located at 224 N Phillips Ave, Ste 200 in Sioux Falls and 280 Dakota Ave S in Huron, SD. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
EducationCommittee College for Financial Planning Accredited Asset Management Specialist (AAMS) Community Involvement Accredited Wealth Management Advisor (AWMA) • City Council Member, of Garretson, SD Certified Retirement Plans City Counselor
• The Final Page Securities licensed: Series 7, 66 and Life & Health Insurance • Grow Garretson, Founding Member
Dakota State University • Garretson Commercial Club, Member Business Administration
• Garretson Second Saturday
Honors & Awards The Women's Choice Award Financial Advisor*, March 2016 Education Nominee - YWCA Tribute to Women - Tomorrow's Leader, March 2013
• College for Financial Planning
Richelle was born and raised in South Dakota and lives in Garretson with her husband, FR, their two • and Accredited Asset Management Specialist (AAMS®) boys, Mason Zachary, and a Morkie named Chief (after the Kansas City Chiefs). She enjoys attending her boy's sporting events, antiquing and relaxing with family and friends. • Accredited Wealth Management Advisor (AWMA®)
• Certified Retirement Plans Counselor (CRPC®) full-service financial planning. The advisors at Cornerstone Financial Solutions, Inc. provide integrated, The firm focuses on client education and coaching, with frequent reviews to ensure clients are on=track • Securities licensed: Series 7, 66 and Life & Health Insurance to realize their financial goals. Cornerstone's foundation is providing an outstanding client experience in a family-like culture. With University over twenty years in the business, the team at Cornerstone is backed by the • Dakota State power of Raymond James, one of the top financial institutions in the U.S. For more information visit • Business Administration www.cornerstonefinancialsolutions.com. Honors & Awards You've built your life. Let the• professionals at Cornerstone you build your financial legacy. The Women’s Choicehelp Award Financial Advisor*, March 2016 • Nominee, YWCA Tribute to Women – Tomorrow’s Leader, March 2013 Richelle was born and raised in South Dakota and lives in Garretson with her husband, JR, their two boys, Mason and Zachary, and a Morkie named Chief (after the Kansas City Chiefs). She enjoys attending her boy’s sporting events, antiquing and relaxing with family and friends.
You’ve built your life. Let the professionals at Cornerstone help you build your financial legacy. 224 N Phillips Ave, Suite 200, Sioux Falls, SD 57104
280 Dakota Ave South, Huron, SD 57350 * Award is based on 17 objective criteria such as credentials, experience, and favorable regulatory history. 605.357.8553 • cornerstonefinancialsolutions.com The inclusion of a financial advisor within the Women’s choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is *Award is based on 17 objective criteria such as credentials, experience, and favorable regulatory history. The inclusion of a financial advisor within the Woman’s Choice Award not a guarantee of future investment success. Raymond Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affilates and is not a guarantee of future James is not affiliated with the Women’s Choice Award, Information investment success. Jamesforis Financial not affiliated with the Women’s Cornerstone Choice Award,Contact WomenCertified, or the Women’s Institute for Financial Education. Opinions expressed in the WomenCertified, or the Raymond Women’s Institute attached Education. article are those of the author and are not necessarily those of Raymond James. All opinions are of this date and are subject to change without notice.
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A U G U S T/S E P T E M B E R 2016
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