74 Bedford Street
Lexington, MA 02420
Training: Registered Life Planner more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Comprehensive Financial Life Planning, Retirement Planning and Retirement Income Planning for near-Retirees, Retirees, and Widows
About My Practice
When we started Orion Wealth Advisors in 2010 we named it after the constellation Orion the Hunter. As the constellation Orion served both as a creative inspiration and as a marker for ancient navigation, our financial life planning provides enduring inspiration and guidance to our clients.
About Peter Hoffman
I’m drawn to this work because I find meaning in helping others plan for and successfully lead the lives they want to live. This is why, as a CFP® professional and fiduciary, I pair life planning techniques with more traditional financial planning and investment management.
I do my best work with near-retirees, retirees and widows who see the value in having a long term relationship with a trusted advisor, who have saved well for a satisfying retirement, and have an interest in having their investments not only provide for them, but also have a positive impact on the environment and society.
My compensation is fee-based: Financial Planning is compensated by fixed fees, all investment management is based on a percentage of assets under management; I am also insurance licensed, and sales of insurance products are compensated by insurance company-paid commissions.
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