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Taking the mystery out of investing, insurance, estate conservation & preserving wealth in retirement

Client Centered

Do I have enough saved for retirement?

How can I get the most out of my 401(k)?

Should I have a traditional IRA or a Roth IRA?

What can I do to ensure my children receive as much as possible from my estate?

As you approach retirement age, you likely have many of these challenging questions circling around in your head. Today, as founder and president of WORTH Investments, I’m here to help you answer them.

About Chad Hoffman

Founder & President of WORTH Investments

(319) 373-9600

(319) 892 3073

From beginning to trade stocks back in grade school, to founding my own investment & retirement and advising firm nearly two decades ago, I’ve been involved in the financial world for most of my life.

Today, as the founder & president of WORTH Investments, I help retirees and soon-to-be retirees develop sound financial & investment strategies that protect their retirement.

  • Certified Financial Fiduciary with 2 decades of experience in investment advising & as a specialist in retirement planning and estate conservation
  • Founder & president of WORTH Investments since 2002
  • Ed Slott Elite IRA Advisor (member of the elite-only IRA advising group)
  • Verified Dave Ramsey SmartVestor Pro (one of few with this qualification in the Cedar Rapids area)
  • Local to the Cedar Rapids area and involved in the community with 6 years served on my church board & current sponsor of the financial education program at Kennedy High School