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Our Team : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/team
Joel L. Hochman, CFP. A CERTIFIED FINANCIAL PLANNER. Professional, Joel Hochman has been involved in financial planning since 1983. Since that time he has been assisting clients with their financial services and wealth management needs. In 1986 he co-founded a nationwide financial services firm that recruited, trained, educated, and supported over 700 accountants. In January 2000, this company was sold to a Fortune 500 company. Philip J. Cole, CFP. A CERTIFIED FINANCIAL PLANNER. Professional, Phil Cole h...
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Stock Market : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/Library/Stock-Market
770 Lake Cook Road.
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Investment Philosophy : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/investment-philosophy
Consistency, Commitment and Research. At Hochman Cole Investment Advisors, we believe that no single investment strategy will outperform the overall market every year. However, a diversified investment approach combined with a disciplined strategy has greater potential to outperform over time. You can count on us to always:. Focus on the long term:. Create a diversified portfolio:. 770 Lake Cook Road.
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Resource Library : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/library
Please choose from a category below to view resources for the category:. 770 Lake Cook Road.
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Hochman Cole Investment Advisors
http://www.hochmancole.com/homepage
You can always count on us to: focus on the long-term, maintain diligent oversight, be there when you need us and act in your best interest. Welcome to Hochman Cole. We believe that no two clients are exactly the same in terms of their investment goals or financial challenges. Each one of our portfolios ends up reflecting the individual client and is specific to his or her needs. At Hochman Cole Investment Advisors, It’s All About You. As a privately-held independent advisory firm, our advice is not infl...
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Our Services : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/services
Combining investment, cash flow and tax planning for retirement. Minimizing tax consequences of receiving a lump sum distribution. Determining and customizing an appropriate investment portfolio for each individual client, based upon their personal needs and goals. Structuring retirement income to meet a client’s specific needs. Evaluating company pension plan choices. Selecting the most appropriate type of retirement plan for an individual or small business owner. Individual stocks, bonds, and CDs.
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Tax Forms : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/Library/Taxes/Tax-Forms
Below is a list of IRS tax forms you may view, print or save to your hard drive. You can use Ctrl F or Cmd F on your keyboard to search by code or title. 770 Lake Cook Road.
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Tax Calendar : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/Library/Taxes/Tax-Calendar
If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. 4 - Time to Call For Your Tax Appointment. January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. 11 - Report Tips to Employer. 15 - Employer’s Monthly Deposit Due. 15 - Farmers and Fishermen Estimated Tax Payment Due. Payments of I...
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Tax Organizer : Hochman Cole Investment Advisors, Inc.
http://www.hochmancole.com/Library/Taxes/Tax-Organizer
Tax Deduction Finder and Problem Solver. Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return. Required For All Returns. Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.