Our Story
Hohenshell Financial was established in 2014 by founder Stephanie Hohenshell after discovering a passion for helping individuals in her community.
“While working with a mentor early in my career, running retirement planning appointments, I had a career-changing experience.
A single female client walked into my conference room, looking very defeated. We talked through the paperwork she brought with her, and once she finished, she slumped in her chair and said, ‘I don’t feel like I’ll ever be able to retire.’
That very day we talked her through some ideas and started her personalized plan. We explained that not only would she be able to retire at the age she desired, but she would, in fact, be very comfortable financially when she does. Her plan would provide more annual income than she earned working. When she processed the information, there was a clear change in her body language.
After the appointment, she practically floated out of the room with a giant smile on her face. That’s the moment I decided to make it my personal mission to help clients with their retirement and risk planning.”
Our clients are the heart of our business. We recognize that every client’s lifestyle and goals are different, so we strive to provide tailored recommendations to achieve your future objectives.
We are a full-service financial and insurance provider offering solutions for individuals of all ages and businesses of all sizes. We specialize in retirement planning and offer investment opportunities for all, from novice to advanced.
We deeply value the trust our clients extend when they choose to work with us, which is why we are committed to proving through action that we deliver on our promises. Our careful attention to your needs and preferences guarantees you a stable yet flexible plan designed to serve your immediate and long-term interests.
When you choose to work with Hohenshell Financial, you can expect transparent communication and recommendations. Your long-term financial success and comfort are our top priorities.
Schedule an appointment with us?
If you would like to schedule a 30 minute discovery session with us, use the Schedule button below. We offer this session free of charge to new clients, and there’s never any obligation to buy anything.