Protect your retirement from inflation

Chuck Hoffmann

Chartered Senior Financial Planner

Chartered Senior Financial Planner

Chuck Hoffmann started helping educators in 1976 to save money in tax deferred 403b accounts while he was a schoolteacher himself. After seeing personal success and the opportunities in financial consulting, he left teaching after 10 years and joined a national leader in marketing, Putnam Financial Services.

After five years, he and a partner formed their own local financial planning company in San Francisco named Creative Capital Corporation where they continued to assist local small business professionals with their retirement planning, risk management, and personal insurances.

After teaming with a prominent Tax and Estate Planning Attorney, they held many seminars all over the Greater Bay Area educating many business owners and families on how best to protect their money.

Now, many years later, Chuck is still helping small businesses and families on how best to safeguard their hard earned assets using Annuities, Life and Long Term Care Insurance.

Among numerous services, Chuck educates his clients on how to transfer their stock market risk in their IRA/401k Retirement accounts to an insurance company and receive guarantees on their principal as well as Lifetime Income that is indexed to inflation.


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