Whether you are still working and accumulating assets, preparing for retirement or experiencing the complexities of a major life change, it is important to enlist the guidance of knowledgeable financial professionals.

As of June 1, 2016 Paul Hoffman & Company (FKA Hoffman Financial Services) and Curtis Wealth Management have merged their businesses and formed Provisions Wealth Planners. As independent wealth management firms that have been around for over 35 years, you can trust our Provisions Wealth Planners to help simplify your financial life. 

Provisions Wealth Planners, based in Menasha, WI and Appleton, WI, serves clients in all 50 states.