The Mission
Our Guidance,
Your Future
We have been working with families, pre-retirees, and retirees since 2011.
Every new client relationship starts with a 30-minute introductory call to understand your situation and see whether there's a good fit before anything moves forward. From there, we schedule an in-person discovery meeting to build a thorough picture of your finances, your goals, and the options available to you.
A plan is developed around what we find, and nothing gets implemented until you've seen the full picture and talked through it together. Once things are in motion, we stay in the relationship. Some clients check in a few times a month and others annually, but regardless of the cadence, we stay close to the strategy and make adjustments as your life changes.
Independent Guidance,
Backed by Cetera
Kevin operates under Cetera Investors, a well-established independent broker-dealer. That affiliation provides access to a broad range of financial tools and resources without the constraints of a proprietary product lineup, which means the options we bring to clients are driven by what fits their situation.
Kevin Hofberger
Before entering financial services, Kevin served in the U.S. Army—an experience that forged his ability to stay focused under pressure, deliver on commitments, and prioritize the needs of those depending on him. In February 2011, he launched his independent practice to provide families with an advisor who truly understands their lives before offering advice. That client-first philosophy remains the cornerstone of every relationship he builds today.
Tonya Stockton
(602) 266-9401
Registered Practice Operations Coordinator
Over the past two decades, Tonya has gained extensive experience helping people understand their finances and plan for retirement. Her passion for client service, attention to detail, and problem-solving skills ensure clients receive the support they need every step of the way.
Tonya works closely with Kevin to make sure every client has a smooth, stress-free experience. While Kevin comes up with the big plans, Tonya handles all the important paperwork, scheduling, and phone calls so nothing gets lost.