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Retirement Planning, Investment Management & Financial Strategies for Soon-to-Be Retirees

Financial & investment services with the goal to preserve and grow your retirement

Retirement Planning

Investment Management

Tax Reduction Strategies

Estate Conservation

Life Insurance Policy Maximization

About Chad Hoffman

Founder & President of WORTH Investments

Client Centered
  • Certified Financial Fiduciary with 2 decades of experience in investment advising & as a specialist in retirement planning and estate conservation
  • 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)

Get a free “second look” at your current portfolio or retirement plan today

If you’d like to see if we’re a good fit or have a complimentary “second look” at your current portfolio or retirement plan, please leave your info below and we’ll reach out to set up a free consultation.

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