Terri Hoffman, CLU, CExP

Terri Hoffman, CLU, CExP Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. CAPITOL WEALTH STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your indivi

dual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.
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Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make i...
06/03/2026

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make it harder for fraudsters to steal your identity and credit

Here’s what to do if you fall victim to identity theft and tips for making it harder for fraudsters to steal your good name

06/01/2026

Have a kid heading off to college? Here are a few tips.

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
05/29/2026

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Things you can do to reduce the risk of dementia

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional c...
05/27/2026

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional confidence.

These eight strategies can help you confidently decrease your financial stress and boost your well-being

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, ...
05/25/2026

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-bei...
05/22/2026

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-being

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

Tips to help you cope with the added costs of adopting.
05/20/2026

Tips to help you cope with the added costs of adopting.

Adopting a child can be a joyful, but it can also bring financial challenges. These tips can help you cope with the costs.

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your ...
05/18/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

05/15/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.
05/13/2026

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

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