On behalf of American Investment Planners LLC, it is with deep sadness that we inform you of the sudden passing of our dear colleague, mentor and friend, Steven Hoffman, CFP. Steven’s impeccable career spanned over four decades and his loss will be felt for years to come.
At present our thoughts turn to the ways in which we can honor Steven’s distinguished service by ensuring his clients that they remain in capable hands. Whether you reside in New York or Florida, you will soon be hearing from AIP Founder and President, Lee Rosenberg, CFP or Brian Amato, AIP Vice President and Certified Financial Fiduciary. They and their teams worked closely with Steven and are well prepared to assist with both your immediate needs and long-term financial planning goals.
At any time, please feel free to call them at 866-932-5130 or 516-932-5130. Email firstname.lastname@example.org.
Meanwhile, if you would like to send your condolences to Steven’s wife, Bonnie, her address is:
Mrs. Bonnie Hoffman
20507 Linksview Drive
Boca Raton, FL 33434
If you care to make a donation in Steven’s memory, the family has requested that you support either of these charities: The Foundation for Peripheral Neuropathy (www.foundationforpn.org) and Trustbridge for Physical, Emotional and Spiritual Care (www.trustbridge.com).
It was our honor and privilege to work with Steven Hoffman, CFP over the years and we thank you for your understanding at this very difficult time.
The Team at American Investment Planners LLC