About Chuck Hoffmann

Chuck Hoffmann started helping educators in 1976 to save money in tax deferred 403b accounts while he was a schoolteacher himself. After seeing personal success and the opportunities in financial consulting, he left teaching after 10 years and joined a national leader in marketing, Putnam Financial Services.

After five years, he and a partner formed their own local financial planning company in San Francisco named Creative Capital Corporation where they continued to assist local small business professionals with their retirement planning, risk management, and personal insurances.

After teaming with a prominent Tax and Estate Planning Attorney, they held many seminars all over the Greater Bay Area educating many business owners and families on how best to protect their money.

Now, many years later, Chuck is still helping small businesses and families on how best to safeguard their hard earned assets using Life, Long Term Care Insurance and Annuities.

Pre-retirees and retirees state that they want the foundation of their financial plan funded with money guaranteed  not to lose value. Clients want to have  an insurance company  bear the risk and protect their assets. To provide a solution, Chuck can offer the best  Fixed Indexed Annuities in the market with an Income Advantage Rider that will guarantee that you will not outlive your Lifetime Income nor will it decline in value due to market violatility.