At Green Peaks Planning, our goal is to help you achieve peak financial readiness.

Over more than a decade of experience helping clients achieve their financial goals, we’ve noticed a trend. Many clients have a solid investment plan, but not much else. Because many financial professionals are compensated based on product sales, they focus solely on investment management.

At Green Peaks Planning, we take a different approach.

It’s our goal to ensure all areas of your personal financial life are operating at their peak. To do so, we work with you to develop a custom, comprehensive plan that incorporates all aspects of your life and finances. We take an education-based approach to help ensure you are comfortable with all recommendations before we implement them. Most importantly, we operate in a fiduciary capacity, which means you can be confident that every decision made is in your best interests.

Meet Our Founder

Bret Hoffman, ChFC®

Founder, Financial Advisor

Bret founded Green Peaks Planning with a vision of helping clients reach the pinnacle of success in all areas of their personal financial lives. He believes that having a strong investment portfolio is a great start, but long-term success is best achieved when all aspects of a client’s finances are operating in the green.

Bret has more than 13 years of experience as a financial advisor. Since 2008, he has helped hundreds of clients across all walks and stages of life, from CEOs of large publicly traded companies, to new investors just starting on their financial journey. Regardless of who he’s working with, Bret remains focused on providing custom solutions to help achieve his clients’ dreams.

Before founding Green Peaks Planning, Bret served as a financial advisor at Edward Jones. He also served as a senior financial consultant at TD Ameritrade. His earliest work experience includes helping his dad install carpet and wash tractors and combines in his home town of Red Cloud, Nebraska. After graduating from high school, he served as a missionary in India and Mongolia.

Bret and his wife, Oyun, have a 13-year-old son named Jagaa. In his free time, Bret enjoys hunting, fishing and playing guitar.

Ready to take the first step?

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